Erin specializes in wealth management, tax analysis and financial planning and is attentive to the small details that are pieced together into a comprehensive overview of our clients’ financial goals.
Erin received her Certificate in Financial Planning through Northwestern University. She is a CERTIFIED FINANCIAL PLANNER® Professional and holds the Series 7 securities registration through LPL Financial and the Series 66 registration through both LPL Financial and NewEdge Advisors, LLC