Emily Nelson CFP®

Director of Retirement Plan Services
859-785-2665

Emily is a lifelong resident of Lexington, Kentucky, and a proud graduate of the University of Kentucky, where she earned her degree in Equine Management in 2015. She began her career in the equine industry, but soon discovered a passion for helping individuals make informed financial decisions. This led her to transition into the financial services field in 2021. 

In August 2023, Emily earned her FINRA Series 65 License and in November 2024, she earned her CFP® designation, further demonstrating her commitment to providing knowledgeable and trustworthy financial guidance. Emily takes pride in building lasting relationships with clients and guiding them through all stages of their financial journey with clarity and confidence.

Outside the office, Emily enjoys cycling, spending time with family and friends, and cheering on the Kentucky Wildcats. She is actively involved in her local community and is a proud member of the Junior League, where she contributes her time to supporting local initiatives and empowering women through volunteer service and leadership.