As trusted counsel to families, business owners, and individuals across the Midwest, Emily helps clients manage, protect, and transfer their wealth in a tax-efficient manner while accomplishing their personal and financial objectives.
Business-owners turn to Emily for guidance on succession planning. She works with them to understand their goals and objectives and designs a plan that allows them to accomplish both their personal and financial goals with succession.
Emily also works with families on the formation and management of charitable foundations. Here she brings to bear both experience with clients and experience from sitting on non-profit boards.
News & Publications
Honors & Affiliations
Community & Professional
Ak-Sar-Ben Women’s Ball Committee
American Cancer Society Omaha Leadership Board of Directors
American Cancer Society NE-IA Area Board
Healing Arts Board of Directors at the Fred & Pamela Buffett Cancer Center