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.