Industry Expertise

Biography

Erica has been helping clients manage their business and personal wealth since 1998. As partner in charge, her primary focus is growing and developing the Moss Adams Wealth Advisors team and business. She is responsible for strategic planning, sales and marketing, team development, and mergers and acquisitions. As a financial advisor, she provides clients with personal financial planning, investment consulting, and insurance management analysis. Erica is a member of the Moss Adams Wealth Advisors Investment Committee and has chaired the investment team.

Erica is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 7, 63, 65, and life insurance licenses.

Professional Affiliations

  • Board Member, 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