Erika is a key member of our team, directing our Wealth Advisory group and serving clients as a dedicated advisor. She guides clients through a holistic planning process that addresses every facet of their financial lives, characterized by meticulous attention to detail and organization. Erika’s objective is to fully comprehend our clients’ financial vision and implement strategies that align with their individual goals. Erika embarked on her career as a third-generation advisor in 2007.

Throughout her professional journey, Erika has specialized in comprehensive financial planning for families, individuals, and business owners. Her commitment to clients and their specific needs is evident in the strong, enduring client relationships she has cultivated. Erika’s core values center on integrity, conscientiousness, harmony, and family. Her dedication to helping people improve their lives and make sound financial decisions is evident in her approach. Erika emphasizes client education, as it leads to empowerment, confidence, and informed decision-making. Her primary goal is to bring clarity and understanding to complex financial topics, enabling clients to worry less and enjoy life more.

Meet Our Team