Emma Schmelling

Emma Shmeling is a dedicated Wealth Planning Associate on a dynamic team of six professionals within the Wealth Planning Team. In her role, she partners closely with financial advisors and their teams to deliver comprehensive financial planning support. From guiding software training and plan presentations to addressing complex questions about Social Security, pensions, and more, Emma is committed to empowering advisors with the tools and confidence they need to serve their clients exceptionally.

Known for her collaborative mindset and passion for planning, Emma thrives in a team-oriented environment where knowledge-sharing and creative problem-solving are the norm. Whether it’s brainstorming strategies or tapping into the collective expertise of the Wealth Planning brain trust, Emma brings a spirit of camaraderie and excellence to every interaction.

A strong advocate for practical tools, Emma often likens Holistiplan to a Swiss Army Knife—versatile, essential, and surprisingly powerful. She integrates this mindset into her work, helping teams feel not only supported but also equipped to lead planning conversations with confidence.Emma’s ultimate goal is to make every advisor team feel like Core planning pros—capable, confident, and always backed by a team that has their back.