Client Relationship Specialist
Johana graduated from Illinois State University in the summer 2020 with a major in Finance and minor in Financial Planning. She is currently pursuing the CFP® certification. Her passion in financial planning stems from her desire to help people. She loves her role at Emerge as Client Relationship Specialist as it allows her to work closely with and help our planners and clients.
When she is not working she is playing board games with her siblings, teaching Sunday School at her local church, or going on outdoor adventures with friends.
Johana acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. (01/21)