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.