Chief Operations Officer
Emily is a Wealth Manager with Windward Private Wealth Management. She assists with a wide variety of financial planning and wealth management tasks, including preparation of client financial plans, investment recommendations and tax return preparation.
As a psychology major in college, Emily became interested in behavioral finance and the psychology of money, especially how people use their money and why. That led her to earn a master’s degree in personal financial planning so that she could help other people better understand the financial world. Now she enjoys easing clients’ fears about running out of money and helping them understand that investing in the stock market doesn’t have to be stressful.
Emily lives with her husband and daughters in Overland Park. She enjoys yoga and spending time with friends and family.
Education and Certifications
- B.S., Psychology, Kansas State University
- M.S., Personal Financial Planning, Kansas State University
- Series 65 Securities License
- Certified Financial Planner™ professional