Emily Agosto, CPA
Emily is a Chicago native. She earned her bachelor's degrees 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 before leaving in October of 2018. She was in charge of handling the firm’s internal budget and books as well as institutional client financial reporting. Emily worked primarily with the municipal finance directors, treasurers and auditors. She also assisted the firm’s portfolio managers with client transactional needs and reporting.
As a CPA, she works extensively on tax, accounting and financial reporting. To more effectively provide comprehensive financial planning to clients, she began DWAgosto Tax Planning, LLC with our own Danielle Woods in 2016. Emily has begun work on her Personal Financial Specialist (PFS) designation.
Emily lives in Chicago with her husband where they are both actively involved in music. Emily gives drum lessons in her spare time.