Emily N. Shacklett

Partner

Emily N. Shacklett, CPA, offers more than 20 years of industry knowledge in her role as Partner at Luma. Emily’s thorough industry knowledge, attention to detail and entrepreneurial attitude make her an invaluable member of the Luma 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 Luma in 2001, Emily held leadership positions at Brockman Coats Gedelian & Co. and KPMG. She graduated with honors from the University of Akron with a B.S. 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. She is also a member of the Union Club of Cleveland. Emily resides in Richfield with her family and in her free time she
enjoys being outdoors, reading and supporting Cleveland sports.

Luma Wealth Advisors - Professional Emily Shacklett