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Emily Phelan

Emily Phelan

Director of Client Services

As the Director of Client Services, Emily strives to provide Warner Group clients with exceptional service and support. She leads our team of client service associates in catalyzing James’ ideas and advice into action. With a background in psychology and an interest in financial wellbeing, Emily invests in her relationships and loves serving as a resource through the financial decisions and milestones of our client community.


Emily began as an intern in 2013 and was tasked with enhancing the use of technology in our evolving practice to advance our systems and operations. After graduating from Roger Williams University in 2015, she joined our team full time. Emily is licensed in CT for life and health insurance.


Emily enjoys going on long runs, embarking on epic adventures with her sisters and the quiet beauty of spending time with a good book. She has a love for almost all animals (but especially black labs and highland cows). Currently, she resides in New Haven, CT.


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