Financial Planning Associate
Utah Valley University, B.S. Financial Planning
Emily graduated from Utah Valley University with a B.S. in Financial Planning in 2018 and joined EP Wealth Advisors, LLC as a Financial Planning Associate. She entered the realm of financial planning and wealth management through various experiences during her undergraduate studies. With a growing desire to help others improve the quality of their lives and future, she saw financial literacy and skillful planning as a way to tangibly help people achieve their goals. Emily also enjoys cooking up a good dish, attending workout classes, and spending quality time with friends and family.