We’re forgoing our usual weekly education and commentary to share some special news. Today marks the first day for our team’s new Associate Wealth Planner, Emily Green! Emily has spent the past year studying to become a wealth planner, and we’re delighted at her accomplishment and to share her promotion. For those who’ve never taken the time to learn more about Emily, you can read her bio below, and here’s a link to this week’s “The Science of Wealth” Podcast where we interviewed her on her first year in a financial planning firm.
About Emily Green
Emily joined MY Wealth Planners as a career changer with prior experience in medical services and small business entrepreneurship. She took an interest in financial planning when she identified it as a field that could challenge her.
Emily attended Lake Superior College as part of the PSEO program, which allowed her to earn her Associate of Arts degree during her last two years of high school while simultaneously earning her diploma. She then completed the accelerated surgical technologist program in 2013, and worked at St. Luke’s Hospital in the OR, before taking a break from life in MN to volunteer in the Middle East.
She lived in Amman, Jordan for a little less than a year, volunteering in various refugee hospitals and clinics in the region. In addition to supporting the medical teams already in place there, she taught level one English for adults in the evenings at a local school. When her volunteering trip ended, she returned to the United States and moved to Colorado.
Rather than continuing to work in surgery, she returned to working as a certified nurse’s assistant, providing a lot more patient contact and hands-on care. Taking on private clients allowed her the freedom to give very focused and personally tailored care, something that’s often difficult to obtain from an agency. After several years and many wonderful relationships built with clients and their families, she accepted a position as corporate support supervisor of a home health agency. This job meant overseeing the five field offices in the state, as well as being the head of HR for the company. Once the pandemic began, she also joined the Ad Hoc team for the company to handle the constant changes and challenges the virus brought to home care, and the medical community in general.
After working in healthcare for so long, an opportunity came up to purchase a locally owned business on Main St. that was closing due to COVID. The deal very quickly went through, and she resigned from her corporate position to run the historic coffee shop and keep the doors open through the pandemic. After owning the business for two and a half years and navigating the many issues the pandemic brought to food service and small business owners, she sold her stake in the shop.
Emily came on to MY Wealth Planners at the start of August in 2023 and is excited to grow her knowledge of financial planning and with the firm. In her free time, she enjoys reading, spending time with loved ones, and being outside in all that Colorado has to offer. She lives here in Longmont.
Comments 1
Congratulations….!