Team Member Details

About Me

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!

Community Involvement

  • American Cancer Society: Relay for Life – Team Captain – 2010-2015


  • Western Kentucky University - Bachelor of Science in Finance with a specialization in Financial Planning
  • W!SE: Working in Support of Education – Certified Financially Literate – Obtained in 2018

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