Based in the Adirondacks, Emily recently joined ClearPath Advisors, returning to investment planning where she spent the first 12 years of her career.
She subsequently devoted nearly two decades to public service and leadership roles, including serving as an economics and history professor, Finance & Operations Director for a North Country economic development organization, and, most recently, as Executive Director of a leading Adirondack nonprofit education center.
Throughout her career, Emily has been guided by a strong commitment to service, a focus that ultimately led her back to financial advising. She works directly with individuals, families, and business owners to help them navigate one of the most significant phases of their lives: retirement. She believes that all hardworking people should be able to retire with confidence.
Knowing that each client’s circumstances are unique, Emily spends time listening to what matters to each person. She then takes a holistic, individualized approach to developing and maintaining comprehensive financial solutions that are aligned with her client’s goals.
Outside of her professional responsibilities, Emily enjoys spending time with her partner, Matt, exploring the many outdoor opportunities in the Adirondacks, and playing fiddle. She remains actively engaged in her local community and supports initiatives that promote a high quality of life for its residents.
Education
- Investment Advisor Representative and Registered Representative
- Holds the Series 7 & 66 Registrations