Emily focuses on clients’ wealth transfer and tax planning needs. She enjoys building relationships across generations, helping clients to implement a comprehensive wealth strategy that aligns with their family values.

Prior to joining Sapient, Emily held a variety of roles in the financial services industry, working at fintech companies, banks, and wealth management firms. In her previous career, Emily practiced law in Indianapolis for several years, with a focus on estate planning and administration.

Emily earned her B.A. from the University of North Carolina at Chapel Hill and her J.D. from the Maurer School of Law at Indiana University Bloomington.

Emily holds her Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) certifications and maintains law licenses (Florida and Indiana); however, she does not give legal advice or practice law.