About Emily
Emily is a planner at heart. That, coupled with an early interest in the science of investing and a desire to assist others in navigating the complex world of personal financial planning, motivated her to enter the world of finance. The most satisfying part of her day is the genuine connection that comes with helping clients create and execute a comprehensive plan to achieve their most important financial goals. For Emily, building a strong, enduring relationship with clients begins long before the start of any meeting. It originates with a deep understanding of the client’s most important values and goals, but it’s nurtured through translating that knowledge into thorough and effective solutions for any situation.
Emily lives in Sienna, Texas, with her husband, Kenneth, and their daughters, Maggie and Cora. Outside of work, she enjoys being active, reading, planning and hosting gatherings, and spending time with her family.
Education and Professional Milestones
- University of Texas at Dallas - bachelor’s degree in economics and finance
- Executive Certificate in Financial Planning from Northwestern University’s School of Continuing Studies
- Joined Buckingham Strategic Wealth (now Focus Partners Wealth) through the firm’s 2015 merger with Posey Capital of Houston
- Has also held various financial services roles, first for Oppenheimer & Co. and then for Brennan Financial Services
Emily is a planner at heart. That, coupled with an early interest in the science of investing and a desire to assist others in navigating the complex world of personal financial planning, motivated her to enter the world of finance. The most satisfying part of her day is the genuine connection that comes with helping clients create and execute a comprehensive plan to achieve their most important financial goals. For Emily, building a strong, enduring relationship with clients begins long before the start of any meeting. It originates with a deep understanding of the client’s most important values and goals, but it’s nurtured through translating that knowledge into thorough and effective solutions for any situation.
Emily lives in Sienna, Texas, with her husband, Kenneth, and their daughters, Maggie and Cora. Outside of work, she enjoys being active, reading, planning and hosting gatherings, and spending time with her family.
Education and Professional Milestones
- University of Texas at Dallas - bachelor’s degree in economics and finance
- Executive Certificate in Financial Planning from Northwestern University’s School of Continuing Studies
- Joined Buckingham Strategic Wealth (now Focus Partners Wealth) through the firm’s 2015 merger with Posey Capital of Houston
- Has also held various financial services roles, first for Oppenheimer & Co. and then for Brennan Financial Services