Meet Emily
Emily collaborates with the Ogden Wealth team, through crafting comprehensive financial plans for the families she serves, facilitating a clearer and more concise understanding of their financial landscape. Emily’s journey in the financial services industry commenced in 2016 and reached a significant milestone when she earned the CERTIFIED FINANCIAL PLANNER™ designation in 2021. Notably, Emily’s commitment to continuous growth is exemplified by her graduation from the University of Miami with an MBA in 2023.
During her tenure with Ogden Wealth, Emily has been instrumental in guiding families from across the nation toward the alignment of greater financial control and a deeper comprehension of their overall financial outlook. Her knowledge extends to various financial domains, including investments, insurance, educational planning, estate planning, tax strategies, and business exit planning.
Beyond her professional life, Emily finds solace on her family farm, which includes indulging her passion for animals, and cherishing quality moments spent with loved ones. As a Florida native, she also enjoys time by the water.
For those interested in connecting with Emily or delving further into her professional background, she welcomes you to reach out to her via Calendly or LinkedIn.