Emmy specializes in creating targeted income plans for individuals nearing retirement. She is passionate about guiding them through their questions and concerns on how to turn their lifetime of savings into a retirement income distribution strategy. Additionally, she concentrates on working in school districts and municipalities to determine the most efficient way to coordinate clients’ pensions with Social Security and other retirement accounts.
For over 20 years, Emmy has worked with various clients ranging from people starting their careers and investing their first dollar, to those well into retirement. Throughout her career, she has enjoyed establishing and building client relationships. She loves tackling their financial questions and concerns and creating solutions to help them achieve their financial goals. Many clients have complimented her on her ability to take complicated concepts and translate them so the everyday investor can understand.
Emmy lives in the Lynnwood area with her husband, Chuck, and two young sons (Charlie and Tommy) who are very active in sports. She grew up in Northern Idaho then moved to the Seattle area after graduating from the University of Idaho in 2004. Emmy is very active in her community and enjoys volunteering. She currently serves on the Board of Directors of Hilltop Elementary PTSA and her homeowners association.
Emmy is committed to educating others on finances and focuses on helping women become more financially educated. Her team enjoys hosting different Washington State TRS/SERS, Social Security, and Retirement Income Planning workshops. To help clients get the most from their benefits, Emmy has obtained the Certification in Social Security Claiming Strategies (CSSCS). Emmy is also a Certified Retirement Counselor (CRC®), which uniquely enhances her understanding of retirement planning and income distribution principles to help their clients and plan participants make informed decisions.
