Future-proofing Your Planning Business with eMoney

Joe serves as a Senior Financial Planning Practice Management Consultant at eMoney Advisor. With more than three decades in the financial services industry, Joe aligns his know-how and passion to help firms of all sizes increase usage, adoption, and engagement through a modern financial planning experience. He leverages his expertise and supports internal departments across the enterprise, helping Communications, Marketing, Relationship Management, and Sales. Joe attended Illinois State University, where he received his bachelor’s degree in Applied Computer Science and his MBA.

Valerie Rivera serves as Senior Product Marketing Manager at eMoney Advisor, responsible for leading the go-to-market strategy for eMoney’s suite of business development solutions. Working closely with product management and cross-functionally, Valerie designs brand messaging and positioning to support eMoney’s product roadmap and vision. Valerie began her career at eMoney in 2012 as an Account Executive and then a Live Trainer where she trained over 1,000 advisors on the eMoney platform – helping them drive success in their firms. Prior to coming to eMoney, Valerie worked for a Pharmaceutical Marketing Agency. She is a graduate of West Chester University where she earned her B.S. in Marketing. In her spare time you can find Valerie outdoors--snowboarding, hiking, and mountain biking in her home in Colorado.