Emily Burr, APA, AIF

Pension Consultant

Emily leads the sales and marketing effort for the Retirement Division of TR Paul Inc.  She holds a B.S. in Management from Bentley University.  She has worked in the retirement field since 1989 handling all aspects of plan conversions, investment line-ups, plan design and client consulting.  She conducts regular meetings with plan sponsors to consult on regulatory changes and to provide investment reviews and employee education.  Emily is an Accredited Pension Administrator (APA) and member of the National Institute of Pension Administrators (NIPA).   She currently sits on the Executive Committee of NIPA's National Board of Directors.  She holds the Accredited Investment Fiduciary (AIF) designation and is a member of the Center for Fiduciary Studies.  Emily is a licensed Life and Health Insurance Agent and holds FINRA Series 6 and 66 investment licenses.  In her spare time, she can be found in the garden or singing in a choir.