To say Emily M. Sricharoenchaikit is driven would be a vast understatement. As a financial advisor, she specializes in helping business owners reach their retirement goals through financial planning and risk management.
She leads the firmâs corporate retirement plan practice, grew it to more than $120 million in assets, created charitable gifting solutions for families wishing to leave a legacy, and designed tax efficient strategies for clients with employer stock held in their 401(k)s. She started the firmâs first retirement plan newsletter to further inform clients about retirement options. Described as having a certain charisma making every day accomplishments seem like milestones, Sricharoenchaikit is not only a leader in the office, but in her personal life as well. Since the age of 15, she has been active in Venture Crew 100, an affiliate of the Boy Scout of America which encourages youth to develop leadership skills. She fundraises with the Corridor 9/495 Regional Chamber of Commerce through the Community Harvest Project and serves as an executive committee member for the Worcester Estate Planning Council. At home, she is on a mixed hockey team, a free climber, and a member of the National Association of Asian American Professionals.
What Olympic sport would you be the best at? Slopestyle skiing
What did you learn from the coronavirus pandemic? Less is more. Taking stock of what you have and investing in meaningful relationships are worth their weight in gold.
What Central Mass. activity should everyone try? The burger at Ralphâs Rock Diner while watching an 80s movie at the bar
What have you crossed off your bucket list? Eating a sandwich in Sandwich, Mass. Itâs something Iâve wanted to do since I was five when I learned about the town.
