,CFP®
As a Planning Associate, Erin supports the advisory team in a variety of client service and planning activities. Responsibilities include preparing for client meetings, assisting with the onboarding of new assets, drafting Investment Policy Statements, and maintaining communication with clients and their professional contacts.
Erin participates in client meetings and assists with documenting and coordinating follow-up items. Additional responsibilities include contributing to the development of financial plans, gathering information from clients, and monitoring planning strategies and tax law developments relevant to client needs. Working alongside the client service team, she manages multiple projects and administrative tasks within a fast-paced environment, applying organizational skills and attention to detail to support ongoing client and team initiatives.
What do you value most in your client relationships?
I value getting to know my clients as people, especially their values, goals, and dreams. This connection helps me tailor financial plans that truly fit their lives.
What sparked your interest in financial planning? What fuels you every day in your work?
My dad peppered in finance lessons while I was growing up, from saving part of what I earn to tracking expenses to investing. Throughout college and early adulthood, my “fun” non-fiction reading was about music, education, psychology, and finance. Wealth management incorporates 3 of these areas.
When you retire you’re going to…?
Hike, play music, travel, and learn something completely new where I can be a true beginner.
Where did you grow up? Where do you live now?
I grew up in Connecticut, spent my 20s in Vermont, and now live in Towson, Maryland.
CERTIFIED FINANCIAL PLANNER®
Ithaca College,
Master of Music Education
University of Delaware,
Bachelor of Music Education
Minor in Jazz Studies
I play flute and saxophone in local music groups including a flute trio and a few jazz bands.
