Emily Bushong

With over 25 years of experience in financial services, Emily has become a trusted guide for families who want more than just advice, clarity, confidence, and results. She brings deep expertise in financial planning, investments, wealth management, and multi-generational legacy strategies, helping clients protect what they’ve built and create lasting impact for future generations.

Emily’s track record spans estate planning, charitable giving, and long-term care planning. As a Lead Advisor, she doesn’t just manage numbers; she collaborates with colleagues, strategic partners, and clients to design strategies that anticipate challenges, avoid costly mistakes, and seize opportunities others often miss.

Her clients know they’re not getting a cookie-cutter plan. They’re benefiting from a quarter-century of experience, sharp insights, and a commitment to aligning wealth with values. The result: peace of mind today, and a legacy that carries forward tomorrow.

At Kaizen, Emily is part of a team that thrives on innovation, collaboration, and client success. Prospects quickly see the difference. Access to Emily’s expertise and Kaizen’s holistic planning approach isn’t just an advantage; it’s a strategic edge.

Beyond the office, Emily is deeply engaged in her community and enjoys time with her family, whether boating, camping, or celebrating traditions that bring loved ones together.