Emilee is passionate about helping federal employees protect and maximize their benefits for a successful, worry-free retirement.
She is a certified trainer for the Federation of Federal Retirement Authority, a registered vendor with the federal government to provide benefits and retirement education to federal employees. Perhaps more importantly though is her firsthand experience as the spouse of a federal retiree. She truly understands firsthand how confusing the retirement process can be. Her mission is to help clients understand their benefits and the many opportunities available to them and empower them with the confidence to manage their money and truly enjoy the retirement they’ve earned. Since starting her firm in 2018, Emilee has helped guide thousands of clients from dozens of federal agencies and departments to live out retirement on their terms. “I’ve been where you are now,” says Emilee. “The retirement you’ve earned over a lifetime of service is more than possible with accurate information and an advisor who is in your corner all the way.”
Away from the office, Emilee can be found on the golf course or cheering on Shine at the lacrosse field. In the fall, theirs is a house divided among Sooners, Pokes, Bears and Bucs fans. She serves on the Oneta Ridge Middle School PTA Board of Directors, teaches a 2nd grade Sunday School class with Eddy, is an active member of the Forest Ridge Women’s Golf Association and is a member of the Broken Arrow Chamber of Commerce.