Emily lives in Long Valley, New Jersey - the natural beauty of the area is a constant source of inspiration and delight for her, despite the occasional surprise encounters with bears. She shares her home with her husband of over a decade, Rob, their two young sons, Jackson and Cameron, and their beloved dog, Skylar. The family has found themselves enjoying all the outdoor activities that the area has to offer.
Emily is deeply devoted to her family and spends the majority of her time outside of work with them. Her boys are highly active and she finds that her role as a mother is a source of immense joy and fulfillment. She often finds herself at the playground, encouraging and cheering them as they play. She is also known to engage in playful activities with them, such as pretending to be Batman or Paw Patrol characters, which always brings a smile to her face.
Upon entering Emily’s office, one is immediately struck by the abundance of family photographs that adorn the walls. Emily is passionate about photography and takes great joy in surrounding herself with visual reminders of her loved ones. She believes that having these photographs in her workspace helps to provide a sense of balance and perspective, allowing her to focus on the things that truly matter in life.
Emily has made a point to prioritize her family and personal life while maintaining her professional pursuits. Her work-life balance is something that she values deeply and it is evident in the way she approaches her career and her life. She is a dedicated and accomplished professional, who is also a loving mother, wife, and friend.
In 2018, Emily accomplished a significant milestone in her career as a financial professional, earning her CERTIFIED FINANCIAL PLANNER (TM) designation. This achievement was particularly meaningful for her, as it came shortly after the birth of her first son, Jackson, and signified her dedication and commitment to her chosen field. Emily is incredibly proud of this accomplishment and sees it as a testament to her hard work and perseverance.
Emily first joined Chartered Financial Services in 2011 and has since held various roles within the practice. From her early days as an intern to her current position as a senior financial advisor, she has gained a wealth of knowledge and experience. Throughout her tenure at the company, she has demonstrated a tireless work ethic and a commitment to providing her clients with the highest level of service.
One of Emily’s long-term goals is to take over the reins of the practice with her sister Sara. She recognizes that this is a significant undertaking and is committed to working hard to ensure a seamless transition. She is confident that, with her sister by her side, they will be able to continue the legacy of Chartered Financial Services and continue to provide the highest standard of financial planning and advice to their clients.
