Emily Messegee CFP®

Emily Messegee CFP®

Financial Advisor & Certified Financial Planner™ Professional

Emily rejoined Summit Wealth Advisors, Inc., in 2013 after serving two years in the United States Peace Corps in Morocco.  Emily has over twelve years of experience in banking and finance and currently holds FINRA Series Licenses 7, 63 and 65.  She obtained her Certified Financial Planner™ designation through her studies at Metro State College in Denver and continues to take a proactive role in increasing her industry knowledge.  Coupled with Bob’s extensive asset management experience, Emily brings a holistic planning approach and unique prospective to the practice which adds value to their clients' overall experience.  Emily is an avid runner and outdoor enthusiast.

Check out the background of this investment professional on FINRA's BrokerCheck at: http://brokercheck.finra.org

Phone 970-468-8800