“As a wealth advisor, one of the most rewarding parts of my role is helping clients identify their values and goals. I enjoy getting to know clients and their families, using those insights to create financial plans that are both comprehensive and tailored to their unique circumstances. Whether life brings changes or challenges, the team is here to guide clients and ensure their plan continues to support their long-term success.”
Emily’s Story
As a wealth advisor, Emily guides clients in creating and executing personalized wealth management strategies. She collaborates closely with Truepoint’s specialized teams—including investment management, financial planning, tax strategy, and estate planning—to ensure every aspect of our clients’ financial plans aligns with their long-term goals and values. Truepoint’s collaborative team culture helps our clients achieve their objectives with confidence and peace of mind.
Outside of work, Emily enjoys exploring all the events and activities Cincinnati has to offer, always with family or friends by her side. She is a dedicated Bengals fan, loves staying active and spending time outdoors, and has been on enough cruises that she could probably write a travel guide!
Specialties: budgeting, holistic financial planning, legacy planning, multi-generational planning, philanthropy and family governance, tax-efficient investing
