Emily Joles

Emily Joles

I have always had a passion for helping others, however, it was during my college years that I discovered this passion was best suited in the world of finance; helping clients navigate their finances and spending & saving habits. I graduated in 2015 from Grand Valley State University with my B.B.A. in Finance and most recently, in 2018, completed the Seidman Financial Planning Certificate Program. Coupled with my passion for financial planning, I also love to learn and continue to expand my knowledge base. I have plans to sit for the CFP® exam and am currently in process of studying to become an IRS Enrolled Agent and sitting for the Special Enrollment Exam (SEE). My long-term education goals include earning my Masters of Business Administration degree and other designations respected within the finance community to better help service clients. 

I have lived in West Michigan since 2013, with most of that time spent in Holland, but have recently moved to the Wyoming, MI area. I enjoy spending time with family and friends, reading a good book curled up next to my kitty, and getting outside discovering new parks & trails and playing various recreational sports.