Our Team

Emily grew up on a family farm in Wisconsin, where she learned the value of hard work, integrity, and persistence—qualities that continue to guide her work today. A proud graduate of Viterbo University in La Crosse, she earned her Bachelor of Business Administration with an emphasis in Accounting before building a career dedicated to helping individuals and families reach their financial goals with clarity and confidence.

As both a Certified Public Accountant and a Financial Advisor, Emily takes a comprehensive, relationship-driven approach to financial planning. She believes every financial journey is like a good bike ride—there are challenging climbs that test your endurance, smooth stretches that allow you to coast, and moments when it all comes together with a sense of accomplishment.

Outside the office, you’ll often find Emily outdoors—riding her bicycle on country roads, hiking scenic trails, golfing with friends, or spending time hunting and enjoying the quiet beauty of nature. Her grounded, farm-grown values and forward-looking mindset make her a trusted guide for clients who want to build a future as strong and steady as their roots.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.