Emily Wilson

Administrative Assistant

801-728-7955
801-728-7959
wilsone@peakfns.com

Emily brings a mix of experience and passion to her role at Summit View Financial, LLC. With a Bachelor's Degree in Elementary Education from Brigham Young University, Emily transitioned into finance three years ago when she joined Summit View.

As a mother of six, Emily's financial advice extends beyond her professional realm; she encourages her children to start investing early, emphasizing the benefits of opening a Roth IRA or contributing to a 401K, especially with employer matching programs.

Emily loves the positive and friendly atmosphere at Summit Financial. She values how the advisors genuinely care about clients' overall well-being, not just their finances.

What motivates Emily at work is the chance to build relationships with clients and help ensure they have confidence about their finances. She enjoys managing the behind-the-scenes details to keep everything organized and secure.

Outside of work, Emily's life revolves around family, leisure, and personal interests. She enjoys thrifting, doing yard work, and dining out with her children. Emily also finds relaxation and inspiration in audiobooks, enriching her life beyond finance.