Emily is an Associate Advisor at Plain Talk Financial Planning, where she works in both operational and client-servicing capacities to deliver a seamless and personalized experience for every client. Emily currently lives in Charlottesville, Virginia, where she spends her free time appreciating the food, vineyards, and hiking the town has to offer.
Before joining PTFP, Emily was a Senior Associate on the Practice Management team at Dimensional Fund Advisors in Austin, TX. In this role, she worked with financial advisory teams across the country on delivering an exceptional experience for their clients.
A magna cum laude graduate from Washington and Lee University, Emily holds a degree in Cognitive and Behavioral Science. Her academic foundation amplifies her unique focus on the interaction of human behavior and financial decision-making. At the core of Emily’s work is a deep commitment to connecting with people and understanding their aspirations. Whether streamlining operational processes or directly engaging with clients, she focuses on building strong, lasting relationships.