Emily joined Foster & Motley with a CPA background, but her interest in client service can be traced back to her high school days when her mother, also a CPA, asked Emily to help a client straighten out their bookkeeping. Emily loved using her analytical and financial skills and developing a relationship with the client to solve problems together.
Soon after, Emily declared a major in accounting and graduated summa cum laude from Grove City College (PA) in 2013. She went on to earn her Master of Accounting degree from The Ohio State University in 2014. Upon graduating, she entered public accounting, joining Plante Moran’s tax team and obtained her CPA license. After exploring corporate and non-profit tax, Emily found her passion in serving individual clients, especially high net worth families.
As a Financial Planner at Foster & Motley, Emily draws on her tax expertise and experience with individual clients and families. While Emily has always enjoyed diving into details, she also thrives on looking at the big picture and figuring out how all the pieces come together to meet the client’s financial goals.
When not in the office, Emily can be found running, cooking, or swimming. She is also actively involved at her church and enjoys travelling internationally. At present, Emily lives with her husband, Dan, in Mason.
- Obtained Certified Financial Planner (CFP®) designation, 2018
- Obtained Certified Public Accountant (CPA) designation, 2015
- Graduate of The Ohio State University with a Master of Accounting, 2014
- Graduate of Grove City College with a Bachelor of Science summa cum laude in Accounting, 2013