A graduate of the University of Michigan in Ann Arbor, Emily brings over nineteen years of professional experience in banking, investments, and financial planning to our team. Prior to joining Peterson Financial Strategies, Emily worked in the Grand Rapids office of a national brokerage firm, where she supported clients from a client service and financial planning perspective. During her tenure, Emily was a seven-time recipient of the Excellence in Action award, a peer-nominated recognition based on superior levels of client service and contributions to the team.
Emily joined Peterson Financial Strategies in 2022 to work more closely with clients and support a more personalized planning process. She obtained the the Certified Financial Planner (CFP®) designation in 2023.
As part of her role at Peterson Financial Strategies, Emily oversees administration and operations. She is a perfectionist at heart who enjoys making sure all details are taken care of accurately and efficiently for our clients. She especially appreciates the chance to work with our clients on estate planning and charitable giving strategies, bringing her detailed focus to their big picture planning.