Expertise

Portfolio manager working primarily with individual clients. Emily also leads our Wealth Planning Group.

Experience

Came to FCI Advisors in 2013 after joining Midwest Trust in 2011, originally working specifically with bank trust department clients

Spent five years with UMB, primarily in private banking and wealth management

Education

BBA, Baylor University

MBA, University of Missouri-Kansas City

CERTIFIED FINANCIAL PLANNER® (CFP®) certification

Professional / Civic Affiliations

Blue Valley Education Foundation, Board Member; Finance Committee, Member; Grant Committee, Member; Women’s Giving Circle, Trailblazing Member

Kansas City Infertility Awareness Foundation, Past President; Past Treasurer

Graduate retirement planning at UMKC’s Bloch School of Management, Past Adjunct Instructor

United Way Young Leaders Society and Women’s Leadership Council, Past Member

United Way Women’s Leadership Council Advisory Board, Past Member