joined XYPN as the Financial Planning & Process Coach in June 2019. After three years as a financial planner at a large fee-only RIA in McLean, VA, she was excited to support the Advisor Success team. She expects to earn her M.S. in Advanced Personal Financial Planning from Kansas State University (KSU) in May 2020. She completed KSU’s Financial Therapy Graduate Certificate program in May 2019. And, she completed Wharton's Executive Education Program in Client Psychology this April.
Emily graduated from the Financial Planning Association's Residency Program in 2017. She is completing her second term on the Financial Planning Association National Capital Area Board as the NexGen Director. Additionally, Emily serves on Virginia Tech’s Pamplin College of Business Recent Alumni Board as the Outreach Chair.
