Emily’s Approach
Emily L. Verdone
CFP®, CPA, MaCC
Tax Strategy Advisor
Overview
Emily Verdone serves as a tax strategy advisor and team lead in our St. Charles, Illinois, office, where she focuses on helping individuals manage taxes through comprehensive financial planning. Emily partners closely with clients to help create strategies that align with their life goals, emphasizing proactive planning designed to support their long-term goals.
Emily began her career in accounting in 2015 and discovered her passion for planning soon after. As a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant (CPA), she guides clients through complex financial decisions.
Before joining Savant, Emily served as a principal within a public accounting firm and registered investment advisory firm, where she led the financial advisory practice with a strong focus on tax strategy-driven financial planning and mentoring emerging professionals.
She holds both a bachelor’s degree in accounting and a Master of Accountancy (MAcc) from Northern Illinois University. Emily is a member of the American Institute of Certified Public Accountants (AICPA), the Illinois CPA Society, and the Financial Planning Association of Illinois.
Away from work, Emily enjoys spending time with her husband, two boys, and their dog. She loves gardening in the summer, reading, and traveling to warmer destinations during Illinois winters.
Areas of Focus
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Education
- Northern Illinois University
Bachelor of Science in Accounting
Master of Accountancy (MAcc) - CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant (CPA)
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant
Affiliations
- American Institute of Certified Public Accountants (AICPA) – member
- Illinois CPA Society – member
- Financial Planning Association of Illinois – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
All Insights by Emily L. Verdone
1 insight
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.