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Emma Uvanni

Associate Advisor

Detail driven, trivia loving, lifelong learning fueled by curiosity and iced coffee

Building Strong Client Relationships, One Step at a Time

Emma brings a strong foundation in accounting, client service, and administrative support to her role at Strategic. Her professional background includes accounting roles at Utica General Truck and Dimmick Group Peterbilt, where she managed day-to-day financial processes and gained hands-on experience in bookkeeping and financial reporting.

Prior to joining Strategic, Emma served as Executive Assistant and Client Services Associate at D.K. Griffith & Co., a broker-dealer affiliated with LifeMark Securities Corp. In that role, she supported tax preparation, client communications, and operational workflows, contributing to a seamless experience for both clients and advisors.

Emma holds Associate of Science degrees from Mohawk Valley Community College and Empire State University, and she is currently pursuing continued education toward a bachelor’s and MBA through Empire State University. She also holds an active IRS PTIN and has prepared individual tax returns professionally.

With a well-rounded background in accounting, client relations, and administrative operations, Emma is a valuable asset to the Strategic team.

Education
  • Associates of Science, Mohawk Valley Community College
  • Associates of Science, Empire State University
  • Continuing education with Empire State University (BA/MBA)
  • IRS PTIN

Community Service
  • Camp Corral Volunteer
  • Great Camp Sagamore, Red Chair
  • Walk for Autism, Team Travis Member

Beneath the Surface

1
Claim to Fame

Had a 6-month Trivia winning streak!

2
Enjoys

Being outside with my 2 dogs, planning the ideal hobby-farm, and hunting down the best iced coffee in the greater CNY/Adirondack region .

3
Family

Living in Adirondack Park with my husband Joey and two dogs: Doc Holliday (Basset Hound) and Loon (Pointer Mix). Planning to add ducks and chickens soon!

Success is not the key to happiness. Happiness is the key to success.

Albert Schweitzer