Ready to focus on your financial goals? I can help!

Your goals – my focus.  Let's put the strategies together to work for you.  Whether your priority is personal finances, your business, or both, I'm committed to helping you succeed.

 

 

 

EXPERIENCE

Emily joined Principal in 2019.  Her education, experience and training support her in her mission to help individuals and businesses better anticipate and plan for their financial future using holistic financial planning tools.  Working with Principal, Emily has access to local staff support, internal product specialists, and senior financial professionals that she leverages in order to offer a high level of service to you.  She has been serving people through nonprofit organizations for several years, which has given her a unique and empathetic perspective in helping guide people through their journey towards reaching their financial goals.

 

EDUCATION & CREDENTIALS

Since joining the financial services industry in February of 2019, she has obtained the FINRA Series 6 and series 63 securities registrations as well as her California life and health insurance license. Emily is a lifelong learner and has earned several advanced degrees while working with nonprofit organizations focused on helping people better their lives. She has earned an MA in Intercultural Studies and MA in Leadership from Trinity International University in Illinois. Additionally, she has earned a BA in Psychology with minor in Biblical Studies from Bethel University in Minnesota. 

 

INTERESTS

When she's not helping clients identify and create a plan to help them reach their individual financial goals, Emily appreciates the fine arts, painting, portrait sketching, and loves spending time outdoors relaxing with friends and family..

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck