Windward Private Wealth Management

Windward Private Wealth Management

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    • Darrell R. Tierney
    • Steven T. Osborne
    • Emily Tierney Petty
    • Drew S. Osborne
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Emily Tierney Petty

Home » Who We Are » About the Firm » Emily Tierney Petty

Wealth Manager

Emily Tierney Petty

About Emily

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

Affiliations

  • Financial Planning Association
  • NAPFA-Registered Financial Advisor

Contact Emily

epetty@windwardfp.com
913.601.3106

Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Phone: (913)381-7411
NORTH KANSAS CITY LOCATION
2101 Burlington Street North Kansas City, MO 64116
Phone: (913)381-7411

HOURS OF OPERATION
8:30am - 5:00pm Monday-Thursday
8:30am - 3:00pm Friday
Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
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