As an Associate Financial Planner, Emily assists with client services and supports the comprehensive financial planning process. She really enjoys connecting with clients over the phone and greeting them as they walk in, as she is often working in the front office.
Emily graduated from the University of Georgia with a bachelor’s degree in Financial Planning, Summa Cum Laude. During her time at UGA, she was an executive officer with the Student Financial Planning Association.
In the past, Emily has served as a financial counselor at UGA’s ASPIRE Clinic, which provides pro bono financial counseling services. She also enjoyed helping the Athens community by providing tax preparation assistance through the VITA program, which provides no-cost tax filing and financial coaching services to low-income families.
In her free time, Emily enjoys spending time with her family, reading, and spending time outdoors.
687 S Milledge Ave
Athens, GA 30605