Emily graduated from Texas A&M University in 2018, where she earned both her Bachelor of Business Administration in Accounting and her Master of Financial Management.

Emily is a Certified Public Accountant with over 4 years of experience in the financial services industry, including public accounting and financial planning. She has helped clients of all ages and life stages, but her expertise is in business analysis, tax planning strategies, and exit planning.

“Money and finances are one of the biggest stressors in everyday life for majority of people. Helping clients mitigate this stress by building a sound financial plan that can lead to financial freedom is beyond rewarding. Not only am I dedicated to helping people achieve their financial goals, but, more importantly, I am passionate about building lifelong, meaningful relationships with my clients.”

Outside of work, Emily loves spending time with family and friends (especially her 1 year old niece), traveling, cooking, and attending as many Texas A&M sporting events as she can.”

Emily Joined the MWA team in September 2022