Private Wealth Advisor | Business & Tax
Phone Number: 817-416-7300
Emily graduated from Texas A&M University in 2018, where she earned both her Bachelor of Business Administration in Accounting and her Master of Financial Management.
Emily is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional with over 5 years of experience in the financial services industry. Utilizing her accounting and financial planning expertise creates a unique perspective when helping clients plan for their future.
“Money and finances are one of the biggest stressors in everyday life for a majority of people. Helping clients mitigate this stress by building a sound financial plan that can lead to financial freedom is beyond rewarding. Not only am I dedicated to helping people achieve their financial goals, but, more importantly, I am passionate about building lifelong, meaningful relationships with my clients.”
Outside of work, Emily loves spending time with family and friends, traveling, cooking, golfing, and attending as many Texas A&M sporting events as she can.
Emily Joined the MWA team in September 2022.