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Learn MoreAn integral part of every advisor’s path through eMoney is their Client Success Specialist. The job of these specialists is simple: ensure that their advisors have what they need to succeed.
To achieve this, they provide personalized, one-on-one service for each of their advisors, helping to answer questions, offering tips and best practices, and making sure their advisors always know where to find the resources they need.
Below is a map of how the Engagement Teams are spread out over the country. Each region has a dedicated Client Success Specialist. Take a look at the map below and get acquainted with your Success Specialist!
Margot Zydyk | North (blue) | mzydyk@emoneyadvisor.com
Bridget Heagy | South (purple) | bheagy@emoneyadvisor.com
Patrice Hand | Central (green) | phand@emoneyadvisor.com
Kirk Adkins | Mountain (orange) | kadkins@emoneyadvisor.com
Allison Burnett | Pacific (yellow) | aburnett@emoneyadvisor.com
Megan Spagnola | RIA Specialist | mspagnola@emoneyadvisor.com
