Emily is a Financial Advisor with 18 years of experience currently serving the Chandler and Scottsdale markets. Emily uses a holistic approach to financial planning by assisting in the clarification of financial goals, the defining of core values, and the identification of individual investment preferences, then developing a plan to help reach those goals.
Prior to joining the BMO Investment Services team, Emily earned a Bachelor of Science in Business from Aurora University in Aurora, Illinois. Emily holds series 7 license, held through LPL Financial along with her life, health, and annuity insurance licenses.
Emily stays active in her community as a current member of the ALS Association. She enjoys martial arts, hiking and spending time with her three daughters.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management