Financial Advisor, RJFS
Managing Partner - Blue Granite Wealth, LLC
Emily joined the Blue Granite Wealth team in September 2013 and became a managing partner in 2021. She is passionate about working alongside clients, helping them to clarify their financial goals and implement strategies that put them on the path toward those goals. She also sits on the Blue Granite Wealth 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, 66, and 9/10 securities licenses; and insurance licenses in the areas of life insurance and variable annuities.
In her spare time, Emily enjoys reading, watching live music, and exploring the Eau Claire area’s natural beauty - often through hikes with her husband Loren and their pooch Hazel. Emily is also passionate about giving back to the community through her involvement in the Young Professionals of the Chippewa Valley and her service on the Board of Directors for the Eau Claire Area Chamber of Commerce.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
