Emily Kling joined Legacy in 2024 as a Wealth Associate. As a recent graduate of the University of Wisconsin – Whitewater with a bachelors of business administration focusing on financial planning, Emily is spending time in each of Legacy’s departments to learn more about the financial industry, positioning her for a unique role at the company upon completion of her training. Prior to joining our team, Emily completed internships at First State Bank and a local tax agency. She was also the president of Whitewater’s Financial Management Association (FMA) student chapter.
Emily is a Wisconsin native, having grown up on her family’s Christmas tree farm in New London. Her world revolves around her senior rescue dog Max, and she loves spending time outside, having visited almost every state park in Wisconsin. Emily is very academically inclined, and plans to continue her education by attaining the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations. She also loves to read, and set a personal goal to read 24 books each year.