With over 13 years’ experience in Wealth Management, Erin has a passion for partnering with her clients to ensure that they achieve and maintain their financial goals. Erin develops, communicates and helps execute tailored financial planning strategies that are unique for each of her clients. As a Certified Financial Planner, Erin is held to rigorous criteria for both ethical and professional standards; meaning the best interest of the client is always most important.
Erin earned a bachelor’s degree from the University of Cincinnati in Criminal Justice. She also received her Executive Certifi cate in Financial Planning from Xavier University. Erin serves her community by volunteering with the Junior League of Cincinnati, Arts Wave and the United Way. She is a member of the Alumni Associations of Tau Beta Sigma and the University of Cincinnati Marching Band.
Erin resides with her husband, son and three dogs in the Cincinnati area.