More than 40 years experience in the financial industry

Emily Roy

Vice President of Operations

Emily, Vice President of Operations and a Notary Public, bringing her passion for people, process, and organizational growth to a dynamic and thriving work environment.

She holds a B.A. in English from Eastern Connecticut State University and a certificate in Paralegal Studies. Emily began her career in retail and hospitality, where she developed a strong foundation in client service and team leadership.

Today, Emily leads operational strategy with a focus on efficiency, collaboration, and creating a supportive team culture. Her strengths lie in streamlining workflows, guiding cross-functional teams, and fostering an environment where both clients and staff feel valued.

Outside of work, Emily enjoys all things Disney and Harry Potter, loves elephants, the beach and her lab mix Chloe.

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.