Emalee Wheeler
Client Service and Operations Associate
About
Emalee serves as a client service and operations associate and helps coordinate the firm's planning preparation and client service. If you have ever worked with an advisor whose client service person made everything effortless, you know how much of a difference that makes. Emalee is the reason paperwork gets done, transfers get processed, questions get answered quickly, and nothing falls through the cracks.
For most clients, Emalee is the first point of contact for anything administrative: account openings, transfers, beneficiary updates, authorization forms, tax documents, custodian questions, meeting scheduling, and the dozen small things in any given week that matter to getting the job done.
She has been with Greater Than Financial for several years and is deeply familiar with the firm's systems, clients, and custodial relationships. When clients call the main line, they are usually calling Emalee, and nine times out of ten she can answer their question on the spot.
How Emalee works with clients
Account and transfer operations. Opening new accounts at Schwab, transferring assets from prior custodians or employer plans, updating registrations and beneficiaries, handling the paperwork that every client engagement creates.
Planning support and client communication. Scheduling meetings, sending prep materials, helping prepare planning information, following up on action items, and producing the documents clients need for tax preparation, estate attorneys, or lender requests.
Quality control.Catching the details that matter. If a transfer is delayed at the custodian, Emalee is the one who notices and chases it down. If a client's address or beneficiary designation is out of date, Emalee is the one who gets it fixed.
First line of response. When a new prospect reaches out to the firm, Emalee is often the first person they talk to before a planning conversation with an advisor.
Contact
- Direct line: (816) 663-9017
- Email: Email the GTF team
The fastest way to get an administrative question answered is to call the main line. If you need something complex or time-sensitive, email is best so nothing gets lost.
A useful place to begin
Tell us where you are. We'll help you find the next step.
Share a few details about your current situation and what you want to accomplish. We'll guide you toward the most useful path, such as an advisor conversation, a practical course, or another resource. There is no cost to begin.