Emily began her career in the financial services industry in 2001 and collaborates with Laila Pence on all facets of financial planning, wealth management, estate planning, multi-generational legacy creation, charitable giving, insurance, annuities, long-term care planning.
She holds FINRA Series 7 and 66 registrations through LPL Financial along with Certified Financial Planner® designation, a certificate in Financial Planning from New York University, and a BA in Diplomacy and World Affairs from Occidental College.
She continues to service Occidental College as part of ViSTA – Volunteers in Service of Tiger Admission interviewing college applicants. Emily supports March of Dimes and the Seal Beach Animal Care Center. She lived in Parma, Italy and still speaks some Italian. In her spare time, Emily enjoys cooking, gardening, sewing, and traveling. Emily is engaged to Nick, is the proud mother of Tessa and Reid, and dog mom to golden retriever, Sam.