Management. She was a certified Financial Planner™ professional and a member of the Financial
Planning Association until retirement in 2024. Emily has experience in income tax planning and
preparation, and she is well-versed in discussing tax consequences of investment decisions. Emily
continues to be involved behind the scenes, and continues to help the advisors, especially with
complex tax issues.
Tennis was a big part of Emily’s life – she is a former college singles player and Senior Olympics
doubles championship winner. She plays golf, collects Christmas ornaments, volunteers at her
church, and relaxes at home with her blind dog Haley.
in 1991 and now is a member of Lakewood Wealth
Management. She was a certified Financial Planner™
professional and a member of the Financial Planning
Association until retirement in 2024. Emily has
experience in income tax planning and preparation,
and she is well-versed in discussing tax consequences
of investment decisions. Emily continues to be involved
behind the scenes, and continues to help the advisors,
especially with complex tax issues.
Tennis was a big part of Emily’s life – she is a former
college singles player and Senior Olympics doubles
championship winner. She plays golf, collects Christmas
ornaments, volunteers at her church, and relaxes at
home with her blind dog Haley.