Emily grew up in the investment business, watching both her Dad and Aunt work for investment firms. She began her career in 2003, working alongside and eventually succeeding her Dad, Jack Shrieves. Providing investment advice to clients brings together two passions; helping clients grow and achieving lasting wealth, and studying business, stocks and economics.
Having received the Chartered Investment Manager and Certified Financial Planner designations, Emily has a deep understanding of business, stocks, and economics. Emily is passionate about digging into financial statements, studying charts, and uncovering growing companies that are trading at a good value. She follows an extremely disciplined approach to investing and is constantly vigilant of opportunities, wherever they may lie. The investment advice Emily provides is tailored to her clients’ specific needs, cash flow requirements, and lifestyle goals.
Emily works with multiple generations of families. She has deep rooted relationships with her clients and their family members. Emily takes pride in understanding her clients’ dreams and helping bring them to life.
Outside of the office Emily enjoys spending time with her husband, children and 2 dogs. Emily appreciates living on the peninsula, which allows for a lot of time to be spent outdoors. Her family loves spending time on the water, exploring the Gulf Islands, or going on adventurous hikes with their dogs.