Erin specializes in collaborating with the leadership team to implement efficient processes. Her expertise extends to working closely with the service team to ensure accuracy and efficacy in our operations. Furthermore, Erin extends her skills and support directly to our valued clients, assisting them in various essential aspects of their financial planning journey. With over a decade of experience in the financial industry, Erin’s career has encompassed diverse roles, including time spent in the retail retirement sector, treasury management, and administrative management. Erin’s passion lies in the intricate process of how our team aids clients in realizing their financial goals. She places immense value on our collaborative approach and takes pride in witnessing it culminate in helping our clients achieve their path to financial freedom.

Meet Our Team