About Emily

Emily is a Spokane native with a passion for helping people feel confident and empowered in their financial lives. She earned her bachelor’s degree in accounting from Montana State University and began her career in 2016 at one of the largest accounting, consulting, and wealth management firms in the Pacific Northwest. During that time, she worked extensively with high-net-worth individuals and business owners, helping them navigate complex financial landscapes and develop tailored strategies to meet their goals. She also earned both her CPA license and CFP® certification during this period.

Emily joined the firm as an advisor in 2025 and works closely with individuals, families, and business owners to create personalized financial plans that reflect their goals, values, and lifestyles. Her approach is holistic and relationship-driven, with a focus on investment strategy, tax planning, risk management, and estate and generational planning.

Outside of work, Emily enjoys spending time with her husband, their two dogs, and close friends and family. She’s an avid gym-goer and outdoor enthusiast, and also a self-proclaimed foodie who loves a great meal paired with good conversation and a glass of wine. In the winter, she can often be found on the slopes, and in the summer, she’s usually out on the lake. Emily also enjoys traveling and exploring different cultures and ways of life beyond the beautiful Pacific Northwest.

Credentials

• CERTIFIED FINANCIAL PLANNER™ professional

• Certified Public Accountant

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.