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Financial Planners

Emily Jackson

Financial Planner

Emily Jackson

Financial Planner


Emily joined the team in 2019 as a Financial Planner. She was confident it was the right fit after completing an internship with Plancorp the summer of 2018, which gave her great experience for the role she’s currently in. Her college education revolved around what it means to be a fiduciary and how she can best help the people she meets.

After growing up on a farm in the middle-of-nowhere in Kentucky, Emily attended Western Kentucky University, where she found her passion for personal finance. While at WKU, she served on the executive board of the student chapter of the Financial Planning Association, where she supported a group of peers as they bettered their interpersonal skills and actively networked at annual national conferences. She also worked at the Center for Financial Success as a Financial Coach to other students, sharing her planning knowledge with others and ensuring they were taking the right steps toward financial independence.

Outside of work Emily enjoys reading, hiking, bantering with friends, and planning future trips. She is always eager to meet new people and get involved in the community!

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


Investment Management vs. Wealth Management: Which Is Right for You?

If you're overwhelmed by the prospect of financial planning, you're not alone. This world of stocks, bonds, trusts, assets, risks, and returns can be daunting.

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Alzheimer's Disease: What I Wish I Knew About Caring for a Loved One

My Mamo (grandmother) is no taller than 5’ tall. She has 11 children (4 girls and 7 boys) and over 50 grandchildren/great-grandchildren and counting… She is loved by so many and is the pillar of her family. Yet, she wouldn’t tell you any of this. She has Alzheimer’s Disease, and doesn’t recognize most of us anymore.

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Financial Planning: Dr. Bob on 'How to Help Clients Navigate the Medicare Maze"

Dr. Bob recently joined Charles Paikert from Financial Planning to discuss best practices when it comes to Medicare options. With 25 years of experience as an orthopedic surgeon and a second career as a Financial Advisor, Dr. Bob brings a unique prospective based on his experiences. 

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