About Emily
Emily believes that true financial success goes beyond the numbers—it’s about confidence, clarity, and a plan that supports the life you want to live. She takes pride in striving to help every client develop a stronger financial position after working with her and aims to provide a high level of service built on trust and open communication. Whether it’s helping individuals navigate major transitions, build long-term wealth, or align their financial decisions with their personal values, Emily is committed to creating thoughtful, effective solutions tailored to each unique situation. Furthermore, with a partner serving in the U.S. Navy, she understands the financial complexities of military life firsthand, giving her a helpful perspective on planning for those with dynamic careers and lifestyles. Wherever your life’s financial goals lead, Emily aims to help guide you every step of the way.
Emily has held various financial services roles, whether with a global law firm or a local investment management company.
Outside of work, Emily is an avid traveler, with Indonesia, Morocco, and Germany being her favorite destinations so far. She also enjoys hiking throughout the Pacific Northwest, gardening, and watching the latest thriller movie.
Education & Professional Milestones
-University of Washington (Seattle) - bachelor’s degree
Emily believes that true financial success goes beyond the numbers—it’s about confidence, clarity, and a plan that supports the life you want to live. She takes pride in striving to help every client develop a stronger financial position after working with her and aims to provide a high level of service built on trust and open communication. Whether it’s helping individuals navigate major transitions, build long-term wealth, or align their financial decisions with their personal values, Emily is committed to creating thoughtful, effective solutions tailored to each unique situation. Furthermore, with a partner serving in the U.S. Navy, she understands the financial complexities of military life firsthand, giving her a helpful perspective on planning for those with dynamic careers and lifestyles. Wherever your life’s financial goals lead, Emily aims to help guide you every step of the way.
Emily has held various financial services roles, whether with a global law firm or a local investment management company.
Outside of work, Emily is an avid traveler, with Indonesia, Morocco, and Germany being her favorite destinations so far. She also enjoys hiking throughout the Pacific Northwest, gardening, and watching the latest thriller movie.
Education & Professional Milestones
-University of Washington (Seattle) - bachelor’s degree