Founder & CEO
My introduction to financial services began more than 40 years ago when I graduated from Vanderbilt University and moved to San Francisco from Chicago to take a job at Bank of America. After four years in banking and enjoying California, I returned to Chicago to earn an MBA at Northwestern’s Kellogg Graduate School of Management. In 1987, I graduated from Kellogg and joined Lehman Brothers, where I spent nearly eight years in fixed income derivatives and corporate bond sales in several locations, including Chicago, New York, Sydney and Tokyo.
Although my experience on Wall Street was a tremendous education, I knew there was a better way to serve clients. In 1995, I founded EMBREE FINANCIAL Group with the intention of providing trusted, independent and unbiased advice. That early vision has become a business that today serves over 500 individual and institutional clients throughout the country.
I couldn’t be more proud of the exceptional team of professionals who work together closely at EMBREE everyday to serve our valued relationships. The depth of expertise and scope of services offered by the firm has never been stronger, and we welcome the opportunity to connect with individuals and corporations looking for a better way to provide for their families and employees.