Industry Expertise

Biography

Erica has worked in public accounting since 1998, specializing in wealth management. She’s responsible for strategic planning, sales and marketing, team development, and mergers and acquisitions. As a financial advisor, Erica provides clients with personal financial planning, investment consulting, and insurance management analysis.

Erica is a member of the investment committee and has chaired the investment team. She is a Certified Financial PlannerTM practitioner and holds Series 65 and life insurance licenses.

Professional Affiliations

  • Board Member, Recognize, Innovate, Accelerate (RIA) Advisory Board, PIMCO

Community Involvement

  • Board Member, Symphony Guild, Seattle Children’s Hospital
  • Founding Member and Board Chair, InfluenceHer, Boys & Girls Clubs of King County

Education

  • BS, communications, University of Arizona (magna cum laude)
  • Graduate, personal financial planning, Metropolitan State College of Denver
  • Graduate, certified fund specialist, Institute of Business and Finance, San Diego