Emily joined HFS after graduating from Texas Tech with a masters in Personal Financial Planning.  She works with clients to develop a financial plan that fits both their needs and wants. Emily enjoys the personal relationship she can build with clients while helping them reach their goals. 

“A great wealth manager is someone who genuinely cares about their clients and is willing to put the time and effort into helping them achieve their objectives”

 In addition to holistic planning, Emily has a passion for divorce and marital related planning.

Personally

Emily is an active member of the Dallas chapter of Stewards of the Wild. Stewards of the Wild is a young professionals program supporting the mission of Texas Parks and Wildlife Foundation and Texas Parks and Wildlife Department.

Outside of work, Emily is a huge sports fan. Most weekends you will find her watching the Texas Tech Red Raiders, Dallas Cowboys or Texas Rangers. When the weather permits, you will also find her on the golf course.

Education & Accreditations:

• Bachelor of Science, Personal Financial Planning, Texas Tech University, 2014
• Master of Science, Personal Financial Planning, Texas Tech University 2014
• CERTIFIED FINANCIAL PLANNER™ Practitioner
• Certified Divorce Financial Analyst®
• Member of the Financial Planning Association

Career Highlights:

• 2014 – Present, HFS Wealth Management
• Fall and Spring 2014, Graduate Assistant for Personal Financial Planning Department at Texas Tech University
• Summer 2014, RegentAtlantic Capital
• Summer 2013, Snow Garrett Wealth Management
  
  

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Contact Emily Swerdlow Here