Emily joined the Blue Granite Wealth team in September 2013. She is passionate about working alongside clients, helping them to clarify their financial goals and implement strategies that help put them on the path toward those goals. She also sits on the Investment Committee, where she takes a hands-on role in investment research and portfolio management.
Emily is originally from northeast Wisconsin and holds a bachelor’s degree from the University of Wisconsin – Stevens Point. She carries the CERTIFIED FINANCIAL PLANNER™ certification, series 7 and 66 securities licenses, and insurance licenses in the areas of life insurance and variable annuities.
In her spare time, Emily enjoys exploring Eau Claire and all it has to offer, especially the Phoenix Park farmers’ market and the vibrant live music scene. Emily also serves on the committee of the Young Professionals of the Chippewa Valley and the Eau Claire County Humane Association Board of Directors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with any of the companies mentioned.