Biography
Emily has worked in the financial services industry since 2016. She takes a holistic approach to creating financial plans—customizing them to meet the complex needs of her clients, including risk assessment, investment asset allocation, and tax planning.
Emily works closely with business owners, individuals, and families to align their personal finances and investments with priorities around cash flow, wealth transfers, philanthropy, and income and estate tax considerations.
Professional Affiliations
- Member, American Institute of Certified Public Accountants
- Member, Washington Society of Certified Public Accountants
Education
- BS, accounting, Montana State University