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Principal
Louisville
Client Advisory
Emily is a Principal in the Louisville office. She works with a team of specialists to provide comprehensive, integrated tax compliance and planning services to executives, high-net-worth individuals, family office, and small business owners. Emily has over 12 years of experience in the financial services industry.
Prior to joining Cerity Partners, Emily was a Tax and Business Advisor with ARGI Financial Group where she led the integration of tax and financial planning for high-net-worth clientele, developing a more cohesive and sophisticated service level. Prior to joining ARGI, she was a licensed mortgage loan originator for five years serving executives, first time home buyers, and veterans.
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