Emily joined the team as an Associate Advisor and works in supporting the financial planning process. She enjoys being part of the strategy and organization that helps bring each client’s financial plan together. 

Emily earned her Bachelor’s degree in Political Science from Pennsylvania Western University with a minor in Financial Planning and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation. She is passionate about financial planning and improving financial literacy while helping people feel more confident in their financial decisions. 

Outside of the office, Emily enjoys spending time outdoors, staying active, and traveling. She currently lives in Edinboro, Pennsylvania with her dog, Rocky, and enjoys visiting family in her hometown of Ashtabula, Ohio. 



Check the background of this investment professional on FINRA’s BrokerCheck.