Emily Zimmerman

Emily is a Relationship Manager of the firm, responsible for retirement plan reviews, plan design discussions, employee education meetings, and one-on-one investment consultations. She earned a Bachelor of Arts in Human Resource Management from the Lubar School of Business at the University of Wisconsin – Milwaukee.

Emily has successfully passed the Series 7 General Securities Representative Exam and the Series 66 Uniform Investment Advisor Law exam. She has been in the retirement services industry since 2009. Prior to joining Spectrum, Emily’s career provided her with experience as a retirement plan advisor, working one-on-one with plan participants, and as a liaison for plan sponsors on behalf of a recordkeeper.

Emily reside in Milwaukee, WI, where I live with my husband and our beloved dog, Roy. She enjoys living in Milwaukee and in her free time you can find her at various local sporting events, plays, musicals, concerts, and volunteering at charitable events. She has a passion for fitness and can be found running, biking, and enjoying the gym.