Our Team

  Emily’s approach is collaborative, transparent, and education-driven—empowering clients with both clarity and confidence in their financial futures.

With over two decades of experience shaped by some of the most pivotal moments in modern economic history, Emily specializes in providing tailored financial strategies for individuals, families, and legal professionals across the Southeast. As a CFP® Certified Divorce Financial Analyst®, Certified Mediator, and CLE speaker, she’s passionate about helping clients make informed decisions through life’s most complex transitions.

  She began her career in investment banking and leveraged finance, working with top-tier financial institutions in New York City, London, and Charlotte, NC. Since earning her undergraduate degree from The University of Texas at Austin in 2000 and her MBA from the University of South Carolina in 2003, she has held roles across investment banking, private banking, and wealth management. Her global perspective and institutional experience form the foundation of her client-focused, strategic approach to financial advising.

  Emily frequently speaks at legal and financial conferences and offers in-house CLE sessions to attorneys navigating divorce cases.