Emily Dyer-Wolfe, CFP®

"My passion lies in building robust plans that don't just protect your assets — they actively fuel your growth."

Role: Wealth Advisor
Designation: CERTIFIED FINANCIAL PLANNER™
Education: MBA
Location: Aurora, Colorado

About

Emily lives in Aurora, Colorado with her husband, KC, and their dog, Bonnie. When she's not in the office, she's either curled up with a good book or enjoying the outdoors — paddleboarding, hiking, and skiing.

Emily's planning approach is grounded in a personalized financial plan that she builds with each client. That plan becomes the foundation for every recommendation, from investment strategy to retirement income to tax efficiency.

Advisory Philosophy

Plan First
Every recommendation flows from a custom financial plan — built with you, not outsourced.
Tax-Aware
Tax strategy is integrated into investment, retirement, and withdrawal decisions.
Fiduciary
Your interests come first — always. Transparent, unbiased advice.
Long-Term Partner
A relationship that adapts as your goals, family, and markets evolve.

Certifications & Education

Certified Financial Planner™
Masters in Business Administration

Areas of Focus

Retirement Planning

Tax Planning

Investment Management

Estate & Legacy Planning

Family Wealth Planning

Financial Planning