“I was drawn to Truepoint by the collaborative culture of like-minded people who are passionate about their work and truly enjoy each other’s company.”
Emily’s Story
With a focus on reviewing and implementing estate plans, Emily collaborates with clients to ensure the successful transition of wealth across generations. Her expertise lies in carefully strategizing with clients to fulfill their philanthropic goals and leave a lasting legacy. Emily is dedicated to understanding the unique dynamics of modern families, ensuring successful outcomes while staying abreast of evolving governing laws and taxation.
Outside of work, Emily enjoys cooking, cheering on the Cincinnati Reds, and spending quality time with family and friends. She is also a former board member of Starshine Hospice of Cincinnati Children’s Hospital Medical Center and current board member of March of Dimes Ohio. She is passionate about the Cincinnati community and most importantly equitable access to financial and health care services for all.
Specialties: estate planning, tax planning, trust planning and administration