Emily A. Hendren
Emily is committed to finding the right strategies for her clients and their needs through talking with them, and discovering how she can make a difference in their lives. Her expertise lies in helping clients with Medicare and Medicare Supplements.
As the Client Services & Operations Coordinator, Emily is organized, empathetic, and kind, making her great with people, always going above and beyond for her clients—their needs always come first. She gets to know her clients, but she’s also interested in their families, what their needs are, and strives to incorporate all of those insights into the client’s strategy.
Emily keeps an open mind when working with clients. Her honesty, kindness, and willingness to provide the best service she can makes her an asset to the team. She is driven by the desire to keep learning and supporting her family, making them proud.
Emily earned her cosmetology license from College of Hair Design, and furthered her education in business from Strayer University, earning a 4.0 GPA and her NMLS license. She is also a notary, and attended Kaplan University to attain her life, annuities, and health insurance licenses.
In her free time, Emily enjoys spending time with her husband, David, and their two girls, Angeleah and Aliza, playing with their dogs, shopping, reading, and baking with her mom.
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¹https://www.ssa.gov/policy/docs/quickfacts/stat_snapshot/
²https://www.ssa.gov/oact/quickcalc/earlyretire.html
³https://www.ssa.gov/benefits/retirement/planner/delayret.html
⁴https://www.ssa.gov/benefits/retirement/planner/taxes.html
⁵https://www.cnbc.com/2021/09/01/americans-are-behind-on-retirement-savings-heres-how-to-get-on-track.html
⁶https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs
⁷https://www.federalreserve.gov/publications/2021-economic-well-being-of-us-households-in-2020-retirement.htm
Advisory Services Offered Through CreativeOne Wealth, LLC an SEC Registered Investment Advisor. Trinity Financial Group and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22219 - 2022/9/13
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Trinity Financial Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.