Emily is committed to building collaborative relationships with her clients and personalizing plans to meet their long-term goals and objectives throughout all stages of life. She is guided by sincere appreciation for her clients' trust and stands ready to guide them as they navigate through each phase in the pursuit of their financial goals.
Emily received her CPFA and started her Financial Advisor career in 2005, after many years of working with businesses and organizations, managing their retirement plans. She currently holds the Series 6 and Series 65 licenses, held with LPL Financial, as well as Life, Accident, and Health Insurance Licenses.