Emily serves as the Executive Assistant to Financial Advisor Bryan Montenegro at VFG. In this role, she manages the operational and administrative functions of the practice, providing support for both client service and advisor efficiency with care and attention to detail.
With a foundation in healthcare administration and coordination, Emily brings strong organizational skills, attention to detail, and a proactive mindset to every task. Her background has instilled a deep understanding of accuracy, confidentiality, and client trust—values that closely align with the standards of the financial services industry.
At Vantage Financial, Emily oversees day-to-day operations including client onboarding, document preparation, scheduling, and communication management. She works closely with internal teams to ensure each client experience is thorough, compliant, and handled with professionalism. Her ability to anticipate needs and maintain consistency allows the team to operate smoothly and focus on delivering thoughtful financial guidance.
Emily is dedicated to excellence in every aspect of her work and takes pride in supporting the firm’s mission to help individuals and families achieve their long-term financial goals. Outside of the office, she enjoys spending time with family and friends, staying active, and serving in her church community.