Emily has a passion for bringing high net worth clients a combination of personalized, yet disciplined, planning-based wealth management strategies. She understands the significant impact a strategic plan can have to minimize taxes, manage the growth of wealth, and carry forward a long-lasting legacy in helping families pursue both personal and financial goals. Her mission is to give you and your family the best life possible using the extensive resources within Concord Wealth Partners, backed by the integrity, honesty, and professionalism of everyone on her team.
Continued education, personal growth, and professional development are important to Emily in maintaining the highest fiduciary standard for the families she assists in navigating the ever-changing financial landscape. She has completed the Yale School of Management’s Certified Private Wealth Advisor certification program and is also a Certified Financial Planner™, which is awarded to individuals who successfully complete the Certified Financial Planner Board’s intensive initial and ongoing annual certification requirements. As a graduate of Emory & Henry College, she earned a Bachelor of Science degree in both Business and Chemistry.
Serving her local community and working with other professionals in a civic capacity is something Emily enjoys. She has served on the Board of Directors for the Birthplace of Country Music Inc., Highland’s Community Services, Children’s Advocacy Center of Bristol/Washington County, and is a member of the Emory & Henry Alumni Association and the Abingdon Rotary. Emily spends her free time with family and friends enjoying time outside with her husband and 3 kids (1 son and 2 pups), hiking, and spending time on the lake. She is also known to compete in family basketball pickup games or reunite with her Emory & Henry Tennis teammates for a match.
Read Emily’s Blog
Will Middle East Tensions Push Rates Higher?
The Federal Reserve’s commitment to maintaining “higher interest rates for an extended period” has rattled financial markets since recent hikes began in March 2022, raising the co... read more
Navigating Retirement Pitfalls
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Similar missteps have been known to affect retirees, too.
Calling ... read more
August Can Be a Volatile Month
Why does August prove to be a month of heightened volatility? The answer is simple — a lot of people are on vacation.
When individuals are absent from the office, the financial markets oft... read more
Important Birthdays Over 50
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” to make sure everyone knows they’re closer to the next age than the last.
W... read more