Hello, I'm 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
What is the Value of Your Business
In the second quarter of 2021, more than 2,000 small businesses were sold. The median sale price was roughly $320,000, up 12% from the same time last year.1
As a business owner, a... read more
Understanding Extended Care
Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy.
The U.S. Department of ... read more
And the Executor is…
U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no specific power to his executors. As a result,... read more
A Decision Not Made is Still a Decision
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is bet... read more