Meet Emily.

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

How Women Can Prepare for Retirement

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s avera... read more

Navigating Retirement Pitfalls

Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too.<... read more

Traditional vs. Roth IRAs

Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, a... read more

Does Your Portfolio Fit Your Retirement Lifestyle?

Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon.

Using these inputs and sophisticated portfolio-optimization calculation... read more

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