Emily N. Shacklett, CPA/PFS

DIRECTOR, PRACTICE GROUP LEADER, WEALTH ADVISOR

Emily Shacklett, CPA, offers more than 20 years of industry knowledge in her role as director and practice group leader at Fairport. Emily’s thorough industry knowledge, attention to detail and entrepreneurial attitude make her an invaluable member of the Fairport team. She has experience in providing advice regarding complex tax-related matters, executive compensation and related planning strategies.

Emily’s approach to working with corporate executives is an individualized process with a focus on proactive tax planning and tax minimization strategies. These strategies include examining tax implications of company equity and cash incentive plans, generating forward-looking cash flow models, recommending diversification and risk mitigation tools around concentrated company stock holdings, managing executive’s company ownership requirements and implementing investment strategies.

Prior to joining Fairport in 2001, Emily held leadership positions at Brockman Coats Gedelian & Co. and KPMG. She graduated with honors from the University of Akron with a bachelor’s degree in accounting and is a member of the American Institute of CPAs and the Ohio Society of CPAs. Emily is a Member of the Cleveland Estate Planning Council and Union Club of Cleveland. Emily resides in Richfield, Ohio, with her family and in her free time she enjoys being outdoors, reading and supporting Cleveland sports.