Join us for Bridgewell’s first annual Charity Pickleball Tournament in support of Keep Playing Kids and Junior Achievement—Sept. 18, 2025 at 6 pm. Expect an evening of fun at the Fairgrounds with a silent auction, DJ, guest speakers and more!

Emily Ioffe

Executive Assistant

Emily’s organizational, administrative and operational skills have been an asset since she joined the Bridgewell team in early 2025. 

Bringing significant insurance industry expertise to her role, Emily delivers life insurance, financial planning and sales support to the team. Her role also includes facilitating account openings, managing banking, making beneficiary changes, processing deposits and withdrawals, as well as transfers. She works closely with our leadership group, while communicating directly with clients and portfolio managers. What brought Emily to Bridgewell? “I’d say it’s a combination of the genuine authenticity behind our company culture and the desire that we all share to see each other succeed. That human aspect is rare to find in corporate environments.”

Emily is a lifelong ballet dancer and also enjoys yoga and pilates as part of her regular routine. Outside of work and movement, she has a passion for travel and is always looking for ways to connect with new places and cultures. She frequently visits family in the U.S. and seeks out more adventurous experiences when she can. 

 

Get the latest

The latest industry trends, legislative developments and strategic insights to help you achieve your financial goals. Sign up for our newsletter now!