Meet Emily

I am the founder of Organic Wealth, a fee-only financial planning firm focused on helping individuals and families access conflict free financial advice in a comfortable atmosphere.

With over a decade of experience working with clients in traditional advisory shops, I realized many people feel uneasy about meeting their financial advisors. For some, it feels like a visit to the dentist—unpleasant and full of confusing terms. I started Organic Wealth to change this idea of financial advising. Clients deserve a friendly and empowering experience that brings clarity to their finances, helping them make informed decisions. Through every step in designing and implementing a client’s financial plan, we step toward accomplishing their financial goals together.

Prior to starting my independent firm, I worked at two of central Ohio’s largest Registered Investment Advisors (RIAs) learning many facets of the industry and holding various titles. Most recently, I was a wealth planner for a national Private Bank providing comprehensive financial plans to high net worth individuals and families.

I obtained my master's degree in financial planning from Kansas State University and am proud to hold the Chartered Financial Consultant (ChFC®) designation from the American College. These credentials have equipped me with in-depth knowledge of essential personal financial planning areas, including insurance planning, personal income tax, retirement needs, and investments, as well as contemporary issues like divorce and blended family financial strategies.

In addition, I achieved the Chartered Retirement Plans Specialist (CRPS®) designation from the College for Financial Planning. This specialized program enhances my ability to recommend and implement effective retirement plans that cater to both companies and their employees, ensuring a solid approach to retirement benefits and administration.

My commitment to my clients is to provide transparent, reliable, and considerate financial guidance tailored to their unique needs.

I live in central Ohio with my my husband, Joe and son Eli. We enjoy good food, conversations with friends, cooking, traveling and being outdoors.