Francesca joined EPM as a Client Services Associate in 2019. In this role, Francesca is primarily responsible for supporting a comprehensive wealth management experience for our clients. Additionally, Francesca’s duties include firm administration and financial planning support.
Francesca is a graduate of the University of Wisconsin-Madison where she majored in Personal Finance. She plans on pursuing the CERTIFIED FINANCIAL PLANNER™ certification starting in 2019.
Francesca now lives in Wheaton, IL after having spent the last 4 years living in Wisconsin.