Emma McCauley
Client Experience and Operations Manager
Emma has been working alongside Heather West to form and grow River Run Wealth Advisors since January 2020. She plays a central role in ensuring clients receive thoughtful, consistent, and high-quality care. As a Client Experience Specialist, she maintains seamless communication between clients, financial institutions, and our team—ensuring every interaction reflects the practice’s commitment to clarity, responsiveness, and genuine care.
In this role, Emma serves as the central hub of communication between clients, financial institutions, and the River Run team. She provides strategic oversight across planning and investment operations, working closely with Heather to align tools, strategies, and messaging under one unified client experience vision. Her focus is on removing roadblocks and streamlining processes so advisors can deliver exceptional, personalized financial guidance.
She is your go-to resource for:
- Connecting with a financial advisor that best suits your needs
- Managing communications and scheduling to keep you informed and engaged
- Providing resources and answers to general account-related questions
Outside of work, Emma enjoys a lively home life with her husband, daughter, and two energetic Golden Retrievers. She channels her creativity into crafting, home renovations, and gardening—bringing that same energy and problem-solving spirit to her work at River Run.