Testimonials

"Emily's presentation on 'Healthy Relationships with Money and Family' was engaging and entertaining. The over 200 participants surveyed reported that Emily's ideas were very useful, they learned a lot and left with specific tools they could begin using right away with their families. I look forward to working with Emily on future events."

Taryn Annette Sievers

Family Wealth Director Senior Vice President - Wealth Management Morgan Stanley Smith Barney LLC

"Emily has a unique ability to immediately connect with you on a very deep, human level. It's because of this quality that I feel she is able to communicate what some might consider to be complex material, in a simple, accessible way”

Yale Levey, CFP®

Managing Director, Next Generation Wealth Planning, LLC; Board Member, President, Metro-NY Philanthropic Advisors Network (NYPAN) www.nypan.org