Preparing for the next step in life isn’t always easy.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
Pennsylvania State University (2004-2008)
Volunteering with Make-A-Wish, anything with animals, teaching, reading about personal growth, & yoga.
Affiliations & Memberships
Women in Insurance & Financial Services: Central PA Chapter
Make-A-Wish, Capital Area Therapeutic Riding Association
- Financial Education
- Business Owners
- Group Benefits
- Retirement Strategies
- Retirement Income Planning
- Investment Strategies
- Insurance Strategies
- Business Succession Planning
- Student Loan Refinancing
Check the background of this investment professional on FINRA’s BrokerCheckSee Emily’s Licenses and Disclosures