Emily Agosto, CPA

Emily is a Chicago native.  She earned her bachelor's degree in Psychology and Marketing from Loyola University and her MBA with a concentration in Accounting at the University of Illinois at Chicago.  She is a Certified Public Accountant as well as a registered investment advisor representative.  

Previously she worked for more than 8 years with the investment firm, Mitchell Vaught & Taylor, Inc., rising in responsibility to act as the firm’s Chief Financial Officer.  She was in charge of handling the firm’s internal budget and books as well as institutional client financial reporting.  Emily's experience includes working with municipal finance directors, treasurers and auditors and assisting the firm’s portfolio managers with client transactional needs and reporting. She co-founded Propel Financial Advisors in 2018 where she works directly with clients on financial planning, research, and education.  

As a CPA, she works extensively on tax, accounting and financial reporting.  To more effectively provide comprehensive financial planning to clients, she co-founded DW Agosto Tax Planning, LLC with our own Danielle Woods in 2016.  

Emily lives in Chicago with her husband where they are both actively involved in music.