Emily joined Summit Wealth Group in December of 2012. She hold's a Bachelor's degree in International Business with a minor in Spanish, as well as a Master's degree in Personal Financial Planning, both from Texas Tech University. Emily is a CERTIFIED FINANCIAL PLANNER™ practioner and holds the Accredited Investment Fiduciary® (AIF®) designation. She is a Financial Planner and holds the FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network.
After working in the banking industry and studying the basics of corporate finance, Emily realized her passion for people and helping others understand their financial lives. She hopes to build on this passion with Summit Wealth Group for a long rewarding career in Financial Planning.
Emily met her husband, Corbin, at a summer camp in Texas when they were only 12 years old. They are both natives of West Texas, but prefer the Colorado scenery. Together they enjoy getting outside for skiing, hiking, climbing and fishing.