Meet Our Team

As a financial advisor, Emily’s primary role is to act as a trusted advisor and primary point of contact for the families, individuals, and non-profit organizations she serves.  Her role transcends the traditional duties of an investment advisor or planner; she is committed to serving as a Chief Financial Officer, dedicated to the financial well-being of all the valued clients. 

Emily takes a holistic look at each individual’s financial picture, rather than viewing areas in silos. The opportunity to help others plan for significant life events, whether retirement, selling a business, or generational wealth planning, and then seeing them achieve their dreams is unparalleled. One of her primary passions is to help educate female investors and empower them to control their finances. Nothing gives her more fulfilment than helping a family plan the road map for their financial future or offering a business owner peace of mind.
 
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