Emily Nelson CFP®, CRPS®, CPFA®
Emily is a lifelong resident of Lexington, Kentucky, and a proud graduate of the University of Kentucky, where she earned a degree in Equine Management in 2015. She began her career in the equine industry, where she developed a strong foundation in discipline, relationship-building, and long-term planning. Over time, she discovered a passion for helping individuals and families make informed financial decisions, which led her to transition into the financial services industry in 2021.
Emily is committed to professional excellence and ongoing education. She earned her FINRA Series 65 license in August 2023, followed by her Certified Financial Planner™ (CFP®) designation in November 2024. Most recently, she obtained her Chartered Retirement Plans Specialist (CRPS®) designation in December 2025, further strengthening her expertise in retirement planning. These credentials reflect her dedication to providing thoughtful, knowledgeable, and trustworthy financial guidance.
Emily takes pride in building lasting client relationships and guiding individuals through every stage of their financial journey with clarity, confidence, and care.
Outside of the office, Emily enjoys indoor cycling, training her dog, spending time with friends and family, and cheering on the Kentucky Wildcats. She values staying active, building meaningful connections, and maintaining strong ties to her community.
