Emily M. Palmer is Evans May Wealth’s dedicated Financial Planner. She works alongside clients to develop sustainable financial plans that help individuals understand, organize, and secure their financial future. With over eight years of experience in the financial services industry, she is adept at financial plan modeling to assist with analyzing financial decisions and planning for retirement. Emily also specializes in social security benefits planning. She is dedicated to demystifying the complexities of social security benefits so that clients can make informed filing decisions that optimize their benefits.
Emily holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., and is a Registered Social Security Analyst, (RSSA®). Emily earned her Master’s in Business Administration (MBA) from Indiana University Kelley School of Business, and bachelor’s degrees in biology and secondary education.
When she’s not in the office, Emily enjoys listening to podcasts, spending time outdoors, and playing sports. Emily lives with her husband and daughter in Westfield.