Emily is a Manager in the firm’s Private Client Services Group. Based in Portland, Maine, she provides tax planning and compliance services, with a special focus on high-net-worth individuals, trusts, and hedge fund pass-through entities.
Emily delivers proactive, comprehensive strategies to help clients enhance tax efficiency and preserve wealth. She advises high‑net‑worth families and family offices on navigating complex tax situations, providing personalized planning, technical guidance, and year‑round support to help them meet their financial and generational goals.
Attest services are provided by BDMP Assurance, LLP, a licensed CPA firm.
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