Emily Toler
Partner, CRI Advisors, LLC & CRI Capin Crouse Advisors, LLC & Carr, Riggs & Ingram, L.L.C. & Capin Crouse, LLC | Employee Benefit Plan Services Director, CRI Capin Crouse Advisors, LLC
Direct:
Send Email
Emily serves as the Employee Benefit Plan Services Director of CRI Capin Crouse Advisors, LLC & Capin Crouse, LLC, where she leads employee benefit plan audit teams at Capin Crouse, serving not-for-profit organizations with a focus on compliance and mission-aligned financial solutions. She is committed to keeping clients informed on evolving IRS and DOL regulations, helping them stay compliant while advancing their organizational goals.
Years of Experience
25
Education
Indiana University, Bachelor’s
Professional & Civic Leadership
Girl Scouts of Central Indiana – Troop Leader and Service Unit Treasurer
AICPA EBP – Expert Panel Member
Former member of the AICPA EBPAQC Executive Committee.
Professional Credentials
Certified Public Accountant (CPA)
Awards
