Meet Erin


Erin works behind the scenes assisting with processes and workflows to help the financial planning and investment process be seamless for our clients.

Erin holds a bachelor’s degree in Management and a master’s in Business Administration with a focus in Personal Finance, both from Indiana Wesleyan University. She has worked in the finance industry for 20 years, with more than a decade focused on wealth management operations, trust accounting and retirement and other tax-advantaged account administration.

She has an 11-year-old son who still enjoys hanging out with her! When not spending time with him, Erin enjoys creating memories for families through photography.

Best piece of financial advice received:

Pay yourself first. You have to commit to your savings and prioritize it as if it were a bill you have to pay every time you are paid.

Favorite quote:

“All we can do to create change is work hard. That’s my advice: just do what you do well.” – Reese Witherspoon

What motivates you:

My family is my biggest motivator.