Helping You To Achieve Financial Fitness
Emily Simpson joined The Bulfinch Group in January 2023. Prior to joining Bulfinch, Emily spent 7 years as a high school mathematics teacher. Her love for teaching, personal finance and educating people was a natural pivot to a career as a financial professional – helping individuals and young professionals develop and achieve mid and long-term financial goals.
An educator at heart, Emily’s goal is to help people so they can reach a more secure place, feel better about their finances, their families, and their working lives. A business owner herself, Emily understands the importance of financial confidence and strives to help others achieve financial fitness.
Born and raised in Texas, Emily earned a Bachelor of Science (B.S.) degree in Mathematics from Abilene Christian University. She is also currently enrolled in Cambridge College’s MBA part-time program.
When she is not working, you will find Emily running her Jazzercise franchise in Newton. She is also an avid reader of science fiction, a proponent of women in STEM, loves puzzles, serves as a leader in her local church and volunteers her time mentoring Queer youth. Emily resides in Malden, MA with her husband and two young boys. And being a Texas native, is a huge Dallas Cowboys football fan and lover of Tex-Mex food.
Agent of The Bulfinch Group, LLC, an agency of The Guardian Life Insurance Company of America®, (Guardian), New York, NY.