Emily Purdon
About Emily Purdon
Emily Purdon is the Director of Operations with a strong background in finance and financial advising, currently based in Montana.
Emily Purdon - Director of Operations
Emily Purdon currently serves as the Director of Operations. With a solid foundation in financial planning and advisory, Emily brings a wealth of knowledge and experience to her role. Her background includes working with a large, fee-only Registered Investment Advisor (RIA), where she started her career as a financial advisor.
Emily Purdon's Education and Expertise
Emily Purdon possesses a robust educational background in finance and financial planning. She holds a B.S. in Finance from Virginia Tech. To further her expertise, Emily earned an M.S. in Advanced Financial Planning from Kansas State University. Her advanced studies have equipped her with comprehensive skills in financial planning, which she continues to apply in her professional career.
Emily Purdon's Career Background
Emily Purdon began her career as a financial advisor at a large, fee-only Registered Investment Advisor (RIA). In 2019, she relocated to Montana with a focus on coaching financial advisors. Her career includes managing a high-growth, virtual tax practice for two years, demonstrating her versatility and leadership in different facets of financial advisory and management.
Emily Purdon's Interests and Hobbies
Outside of her professional life, Emily Purdon has a keen interest in wildlife and photography. She enjoys spending time in Yellowstone National Park, where she not only photographs but also studies the wildlife. This hobby allows her to blend her passion for nature with her skills in observation and analysis.