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Emily Phelan

Emily began her career at Warner Group in 2013 as an intern assisting in the firm’s overhaul of technology systems and operations. She is now Director of Client Relations, and assists James in guiding clients to a place of financial wellbeing and prosperity.

Prior to working with Warner Group, Emily graduated Magna Cum Laude in Psychology from Roger Williams University in 2015, & is licensed in CT for life and health insurance. Emily enjoys cycling, waterskiing and hiking with friends and family. She currently resides in Litchfield, Connecticut.


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