Emily is passionate about helping advisors better serve their clients, enhance their careers and reach their full potential. In her role as Head of Corporate Development, Emily is responsible for driving a significant part of the firm’s growth engine. She is responsible for developing and executing Caprock’s advisor recruitment and lift-out strategy.
Prior to joining Caprock, Emily served as the Director of Mergers and Acquisitions at Mariner Wealth Advisors. While at Mariner, Emily was responsible for executing the firm’s inorganic growth strategy with a concentration in wealth advisory firm acquisitions.
Prior to joining Mariner Wealth Advisors, she was the Director of Business Management at TortoiseEcofin, where she executed the strategic direction of the Executive Committee and led M&A integration and new system implementation efforts. Emily also was the chair of the Sustainability and Impact Committee responsible for establishing the firm’s sustainability framework and partnering with the firm’s portfolio teams to integrate ESG, sustainability and impact elements into the investment process.
Emily holds a bachelor’s degree in mathematics, economics and applied critical thought & inquiry with a minor in business administration from William Jewell College. She graduated with honors in mathematics and earned the Mathematics Faculty Award, Economics Faculty Award, Business Faculty Award, and was a William Jewell College Faculty Award Finalist.
Emily is a member of the Kansas City CFA society. She also serves on the board of the Girl Scouts of NE Kansas & NW Missouri.
On Saturday mornings, you can usually find me… Spending time with my husband and two daughters, reading books, practicing yoga, and spending time with our friends. When the weather is nice, we love to get outside and soak up the sunshine!
If I could be anywhere right now … I would be taking an international trip to explore a new culture and climb new mountains. Traveling and experiencing the world’s greatest adventures is something that I am deeply passionate about. I have hiked to the Inca trail to Macchu Picchu in Cuzco, Peru and to the top of Kilimanjaro in Tanzania, Africa.
Favorite quote … “If you want to be a true professional, you will do something outside yourself,” she continued. Something to repair tears in your community. Something to make life a little better for people less fortunate than you. That’s what I think a meaningful life is – living not for oneself, but for one’s community.” – Ruth Bader Ginsburg. I believe that those that focus on living a life of purpose and serving others are the happiest. If we spent more time focused on taking care of our community, the world would be a better place!
I want to be remembered for… Making those around me feel cared for and have a deep sense of belonging. People will forget about your accomplishments, but they will never forget how you made them feel.
Our work gives us an opportunity to… support the development, execution and protection of families’ legacies that will impact the lives of future generations. It is a true honor and privilege to be considered an extension of someone’s family and to be that first call when something arises.