Emily joined SFP Wealth in 2014 as a Senior Financial Associate. While her mission is to assist individuals and families in defining their financial goals and achieving financial freedom, her passion is to become a lifelong resource to her clients and to assist them through all of life's stages. At SFP Wealth, Emily utilizes a team approach, utilizing all resources and assets, to create custom financial strategies for her clients.
Emily earned her BA from the University of South Florida in Finance. She holds her Series 7, 63 as well as her Producer’s Life, Accident and Health or Sickness licenses. Emily is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and is an active member in the Financial Planning Association.
Emily lives in Natick, MA with her husband and son. Outside of the office, she enjoys spending time with her family and friends, traveling, and finding healthy recipes to cook. She loves to stay active, whether it be riding the Peloton, going for a walk, or going to the gym for a bootcamp style workout.