Emma believes in taking a holistic approach to wealth management for long-term financial self-sufficiency and security in an uncertain future. She is committed to demystifying the world of finance in order to feel empowered in pursuing personal financial objectives through all of life's major milestones. Emma is eager to continue to get to know our clients and their unique circumstances, goals, and perspectives to help address the full spectrum of your financial planning needs.
Emma brings over 6 years of experience in the financial industry, after transitioning from a fulfilling early career in public education. Prior to joining Wealth Advisory Services, Emma was a Vice President at Deutsche Bank in New York City and focused on sustainability in investment banking transactions across multiple sectors, regions, and products. Emma was a Financial Planning Analyst at JSA Sustainable Wealth Management in Rhinebeck, NY, where she managed investment research and supported individualized client planning. As the Associate Director of Capital Markets at CDP, Emma advised financial institutions on their risk management strategies and environmental disclosures.
Emma is passionate about the environment and community impact, and is proud to have served on the boards of the Sustainable Hudson Valley, Kingston Land Trust, and Impact Capital Forum.
Emma has an MBA from Bard College and completed undergraduate and graduate degrees from the University of Vermont. Emma holds FINRA SIE and Series 7, 63, 65, & 79 licenses, held through LPL Financial. Additionally, Emma has a Pennsylvania Life & Health Insurance license.
As a Doylestown native, Emma is thrilled to have relocated to the borough with her family, where she loves to do yoga, write, and enjoy the outdoors.