More than 40 years experience in the financial industry

Emily Roy

Executive Assistant
Notary

Emily is a New Client Specialist and Notary Public, a role which allows her to live her passion for people and business in a creative and thriving work environment.

A graduate of Eastern Connecticut State University, Emily holds a B.A. in English and a certificate in Paralegal Studies. Emily began her career in retail and hospitality, transitioning to Case Management with a local law firm.

Outside of the office, Emily is a Disney buff, loves elephants, going camping, traveling and whenever possible will escape to the beach.

If you would like to learn more, please contact a member of our team.

Securities and advisory services are offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. Vaylark Financial Services and IFG are unaffiliated entities.

The IFG registered representatives associated with this website may only discuss securities or transact business with persons who are residents of AL, CA, CT, FL, GA, MA, ME, NC, NH, NM, NV, NY, OH, RI, SC, TN, VA and Washington, DC.

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2025 Market Update and Economic Outlook

Tax Free Retirement and the Power of Zero

Dinner Briefing at Capital Grille Jan 31, 2025

Government spending, national debt and unfunded mandates create a scenario where taxes likely must go up in years to come. Learn why planning for a Tax Free Retirement may be important for every investor to consider. Financial Advisor Charles Wareham breaks down the concepts described in David McKnight’s best selling books “The Power of Zero” and “Tax Free Income for Life” and shows how they apply to clients’ everyday retirement situations and today’s political and economic environment. This dinner presentation was hosted at The Capital Grille Downtown Hartford on January 31, 2025.