Expertise

Portfolio manager working primarily with individual clients.

Experience

Emily has been with the Midwest Trust family of companies since 2011, originally working with bank trust clients. From 2015 to 2025 she led our Wealth Planning Group. She currently concentrates on serving private clients and our non profit asset management services.

Emily previously spent five years at UMB, primarily in private banking and wealth management.

Education

BBA, Baylor University

MBA, University of Missouri-Kansas City

CERTIFIED FINANCIAL PLANNER® (CFP®) certification

Graduate Certificate in Financial Therapy, Kansas State University

Professional / Civic Affiliations

Blue Valley Education Foundation, President, Past Treasurer; Finance Committee, Member; Grant Committee, Member; Women’s Giving Circle, Trailblazing Member

Leukemia and Lymphoma Society, 2024 Kansas City Visionary of the Year Winner, Leadership Committee Co-Chair

Kansas City Infertility Awareness Foundation, Past President; Past Treasurer

Graduate retirement planning at UMKC’s Bloch School of Management, Past Adjunct Instructor

United Way Young Leaders Society and Women’s Leadership Council Advisory Board, Past Member