Emily is an experienced investment professional who enhances the client experience by assisting with the optimization and execution of our comprehensive financial planning processes, and effective utilization of innovative technology solutions.
Emily ensures that each client experience is pleasant, and adds to a rewarding long-term relationship. She contributes her expertise to the firm’s personalized, holistic planning approach by helping to ensure client’s goals and aspirations are truly understood, and intentions are captured and executed upon—with a process that is timely, efficient, transparent, and responsive to life’s changes. She coordinates with clients’ internal or external tax and legal advisors as needed to ensure tax, estate planning, and trust administration needs are in-line with their financial plans.
She designs and prepares detailed quarterly investment performance and modeling reports optimized for AAFCPAs’ clients using data aggregation & analysis tools and a vast universal research database of mutual funds and other investments. She thoughtfully produces meaningful, easy-to-understand and interactive dashboard reports which assimilate investment holdings, so clients are able to clearly see what they own, what they are earning, and what they are paying in fees. She also provides clients with performance benchmark comparisons so they are able to compare their investment performance to different asset class benchmarks, and keep on track to achieve planning goals.
Emily’s contributions have a significant impact on the effectiveness of AAFCPAs’ custom financial planning process, which incorporates tax, trust, estate, insurance, investment, and business consultation.
Emily joined AAFCPAs Wealth Management in 2018 with 15 years of experience in the financial services industry. She earned a Bachelor of Science degree in business management and human resources from Florida State University. She serves on the finance committee of Congregation B’nai Shalom, in Westborough, MA and lives in Hopkinton, MA with her husband and two children.