Service and Operations Manager
Kelly Platt
Kelly is a native of Clarence, NY, and she has been working for EMS Wealth Management since Fall 2020.
She is certified in life and health insurance and will be using her expertise as a client relations manager in the finance department.
Kelly graduated from Niagara University with a Bachelors’s in Business. Outside of work, she enjoys hiking, kickboxing, Sabres games, concerts and spending time with family and friends.
She resides with her husband Chris, daughter Cici, and dog Lucy in Williamsville, NY.
The Team
Jeff Kamien, CPA®
Financial Advisor
Jayce Wallace, CFP®, AIF®
financial planner
Dustin Emerling, CFP®
Financial Planner
Timothy Reed, ChFC
chartered financial consultant
David Lefebre, AIF®
Financial Advisor
Michael Kaminska
Financial Advisor
Scott Uebelhoer
financial advisor
Richard Bisesi, CLU®
Financial Advisor
Tom Ervolina, CFP®
financial planner
Jon Zach, CPA®, CFP®
financial planner
Chrstina Neri
firm administrator
Kelly Platt
Service and Operations Manager