Emily is a Senior Financial Advisor & Advisor Manager at Summitry. She believes every financial plan should be as unique as the client receiving it and will spend the time necessary to ensure any guidance she presents appropriately reflects all the nuances of the situation. She puts a great deal of importance in building trust and personal connection with her clients, and prides herself on being their go-to financial expert, providing input on investments, income, tax and estate planning, employee benefits navigation, and more. Emily is a CERTIFIED FINANCIAL PLANNER™ professional.
Prior to joining Summitry, Emily earned a degree in Neuroscience and worked as an analyst and project manager for an environmental chemistry laboratory. She transitioned into personal finance in 2014 to combine her two primary personality traits: data-driven and extroverted. Her years in the advisor role have given her the opportunity to problem solve and build impactful, lasting relationships with clients, as well as confirm that her career realignment was the right choice. Before arriving at Summitry, she held comparable roles at TIAA and Fidelity.
Emily is originally from Minnesota, and since moving to the Bay Area, enjoys taking advantage of the Bay Area’s mild climate, and proximity to mountains. She and her husband enjoy camping, skiing and climbing, long hikes with their dog, and cozy evenings with their cat. They take an annual trip back to the Midwest to enjoy a week at the lake, MN breweries, and tater tot hot dish.
