Emily Hazelroth, CFP
About Emily Hazelroth, CFP
Emily Hazelroth is a Senior Financial Advisor and Advisor Manager at Summitry, with a background in neuroscience and environmental chemistry before transitioning to finance in 2014.
Title and Role at Summitry
Emily Hazelroth serves as a Senior Financial Advisor and Advisor Manager at Summitry. In this capacity, she provides expert financial advice and oversees a team of advisors. Her responsibilities include developing personalized financial plans, managing client portfolios, and ensuring that her team delivers high-quality service. Emily's leadership and extensive knowledge in personal finance contribute to the success of her clients and her team.
Education and Expertise in Financial Advising
Emily Hazelroth earned her degree in Neuroscience. Her analytical skills and scientific background have provided a strong foundation for her career in financial advising. Transitioning into personal finance in 2014, Emily has developed extensive expertise in providing tailored financial advice. She has held key roles at TIAA and Fidelity prior to her current position at Summitry, gaining broad experience in personal finance management.
Previous Professional Experience
Before entering the field of personal finance, Emily Hazelroth worked as an analyst and project manager for an environmental chemistry laboratory. This role honed her analytical and project management skills, which she later applied to her financial advisory career. Her transition from environmental chemistry to personal finance demonstrates her versatility and capability in handling complex, detail-oriented work.
Volunteer Work and Community Engagement
Emily Hazelroth is actively involved in community service. She volunteers at the local Humane Society with her husband, organizing fundraisers and adoption events, and helping socialize cats and walk dogs. Previously, Emily volunteered with Junior Achievement and Open Arms of Minnesota, contributing her time and efforts to various charitable causes. Her commitment to community engagement is a significant aspect of her personal and professional life.
Personal Interests and Hobbies
Outside of her professional life, Emily Hazelroth enjoys camping, skiing, climbing, and long hikes with her dog. She also takes annual trips back to the Midwest to spend a week at the lake, visit Minnesota breweries, and enjoy the local dish, tater tot hot dish. These activities reflect her love for outdoor adventures and connection to her roots in the Midwest.