A Wealth of Experience
Emily is a lifelong entrepreneur with a diversified career path prior to joining the financial services industry. Her experience spans multiple industries including management consulting and where Emily led technology teams serving Fortune 500 companies. Her unique and expansive background enables Emily to serve our clients in creative ways given her innate curiosity, desire to learn, and capacity to adapt to change. In her role as an advisor, Emily partners with clients to understand current priorities and vision for the future. She places a high level of importance on client communication to build trust and confidence amidst market cycles and life inflection points in order to create the best possible financial plans and investment strategies.
Committed to the Community
Emily is deeply committed to investing time and energy to the greater Milwaukee community; she serves on several business advisory and nonprofit boards. Emily was a speaker at the 2016 TEDxUWMilwaukee "I Am, We Are" event. She is also one of the 2017 Milwaukee Business Journal 40 Under 40 award recipients, the 2018 OneMKE Driver of Diversity Professional of the Year award recipient, and a 2020 Milwaukee Business Journal Women of Influence award recipient. Although the recognitions represent a commitment to making the world a better place, the driving force in Emily’s success is her bullishness on humanity.
Emily earned her Bachelor of Arts degree from the University of Wisconsin-Milwaukee in 2007. In addition to her career, Emily loves playing golf, competing in triathlons and marathons; most importantly, spending time with her family.
Explore more of Emily's insights through her 2016 TEDxUWMilwaukee, I Am, We Are, talk and her appearance on the Life + Leadership: Financial Planning with Emily Phillips podcast.