Sr. Retirement Coach

For over 16 years, Emily has been a trusted retirement coach, serving families throughout Colorado and across the U.S. With a deep passion for empowering women through financial education, Emily is dedicated to helping her clients navigate life’s most important financial decisions.

Emily holds Series 7 & Series 66 licenses along with ChSNC, CFBS, and CLU certifications. These key certifications allow her to offer clients a full spectrum of services—providing financial advice, managing investment portfolios, and executing trades for clients.

 Emily’s expertise lies in guiding families through complex estate planning, with specialized knowledge in Special Needs Planning, Family Business Planning, and Retirement Planning. She also brings extensive experience in federal retirement benefits, ensuring her clients receive tailored solutions for their unique circumstances.

As your personal retirement coach, Emily’s goal is to ensure your retirement transition is seamless and successful, focusing on your individual needs—because no two families are alike, and everyone deserves personalized attention.

A proud Colorado native, Emily balances her professional life with her love for the outdoors. She enjoys skiing, golfing, paddleboarding, hiking, and walking her beloved Greater Swiss Mountain dog. A former elite athlete, she stays active and loves unwinding on the patio with her spouse, good conversation, and a glass of wine.