Emily joined the team in 2018 as a Financial Planner in our St. Louis office after relocating from Kentucky. She works with a wide variety of clients all over the country, and loves the opportunity to help others achieve their goals. As a CERTIFIED FINANCIAL PLANNER™, she is passionate about diving into the "why's" behind each question to truly help determine the best steps to achieving your top aspirations.
After enjoying 4 years of building a life in Missouri, she moved back to Kentucky in the beginning of 2023 to establish roots in Louisville. She continues to support her same clients, along with new families and individuals in the Bluegrass state and surrounding area.
Outside of work Emily enjoys cooking, riding bikes, hiking, hosting parties for friends, and spending as much time with family as possible!
Our easy 2-minute plan analysis tool will help you identify gaps in your plan and connect you to personalized resources from our team of professionals.
Take Our Free AnalysisI can help. Schedule a 15-minute introductory call with me to get real answers to your questions from an independent advisor.
