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

Erica is a member of the investment committee and previously chaired the investment team. She is a Certified Financial Planner^TM practitioner and holds a Series 65 license.

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

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

• 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