Emily began her career in the financial services industry in 2001 and collaborates with Laila Pence on all facets of financial planning, wealth management, estate planning, multi-generational legacy creation, charitable giving, insurance, annuities, long-term care planning. She holds FINRA Series 7 and 66 registrations through LPL Financial along with Certified Financial Planner® designation, a certificate in Financial Planning from New York University, and a BA in Diplomacy and World Affairs from Occidental College. She continues to service Occidental College as part of ViSTA – Volunteers in Service of Tiger Admission interviewing college applicants. Emily supports March of Dimes and the