Emily is a fee-only advisor at Asset Strategies in Avon, CT and New York, NY. She graduated cum laude from Hollins University in beautiful Roanoke, Virginia with a B.A. in Gender & Women’s Studies and International Studies, with extensive coursework in Economics. Simultaneously, she earned a certificate in Leadership Studies from The Batten Leadership Institute. Because of her strong interest in financial services, Emily was chosen to work with a top wealth management team in New York City, where she assisted wealth managers in advising high net worth individuals and families.
After completing her education, she accepted a position as a financial services professional, advising a variety of clients regarding management of daily finances, lending strategies, and investment services. Her focus was on the importance of comprehensive and objective financial planning, asset management, and tax planning for individuals, families and businesses. She is currently pursuing her designation as a Certified Financial Planner.
Dedicated to helping her community, Emily volunteers regularly with Connecticut Money School, coaching individuals and small groups on personal finance and financial independence.