As a young financial professional, Erin is eager to take part in the growth and development of her clients’ financial futures. She advocates for the success of their futures by providing them with financial knowledge, innovative strategies, and a unique perspective of how they can reach their financial goals.
Erin was fortunate to have had the opportunity of interning with CFS for two years during her college years where she was even more fortunate to work with a mentor that provided her invaluable knowledge and experiences. It is through those opportunities that have allowed Erin to begin and grow her career as an insightful financial professional. Whether those goals include preparing for a milestone event such as college, a wedding, or retirement, or if they are simply just seeking out a better way to protect the future of a family or business, Erin strives to provide each one of her clients a new level of attention, insight, and capabilities.
She specializes in working with Women business owners, and Physical Therapists, as well as other Healthcare Professionals. She understands that as a Healthcare professional, you specialize in the movement of the body. And once she started working with her aunt and best friend, who were PTs navigating their own struggles and successes, she started partnering with countless others who wanted to focus on the movement in their financial world. She has been successful in assisting with sticking points in their finances, leading them to a place of greater range of motion in their financial world. She also hosts monthly educational classes for Healthcare Professionals on various topics.
