Erin is an excellent advisor. Since I am not familiar with the financial industry, Erin was able to not only put me at ease but also explain the different options I had in an easy-to-understand manner. Upon meeting Erin I was struck by her honesty. To hear someone speak openly about only your needs rather than try to find an angle that would work best for them was refreshing and comforting. Her professionalism and way with people are equally impressive. I fully trust and respect her views. If you need financial advice, I highly recommend Erin. You'll feel as if your account is as important to her as her own.

I would follow Erin wherever she goes in order to receive such an exceptional level of service which I miss dearly. Her dedication and passion to her work is remarkable. I felt privileged to have her as my advisor all these years.

I have been using Erin to help me with my finances and retirement planning for several years. I researched lots of financial planners and her being one of the few female certified financial planners made me feel even more comfortable choosing her. Erin’s knowledge is beyond remarkable.

What I absolutely love most is how she communicates with me, allowing me to understand what’s going on and words don’t sound foreign.

I highly recommend Erin to help you get on the right pathway for financial success.

Erin is knowledgeable, thorough, responsive and trustworthy. Her ability to translate complex, abstract concepts into clear and understandable language was very impressive. It was obvious that Erin cared deeply about providing the best possible service for each individual client.

Erin has been our investment acct rep. She's knowledgeable & cheerful, making routine & unpleasant or uncomfortable tasks tolerable. Her expertise includes state retirement plans. She can seamlessly blend together a variety of financial instruments. Highly rec her.

I was searching for a financial advisor to help me with wealth management and retirement planning. I came across Erin’s information online and was happy to see that not only was she a fiduciary, but she also focused her business on working with healthcare professionals. I have been a registered nurse for 15 years and the idea of working with a financial advisor that understands the health care industry was intriguing. During our first meeting, Erin listened to what I needed help with and tailored her services to meet my needs. She is always available to answer questions and help me manage my retirement accounts outside of our normal meetings. I am grateful that I have Erin to help my reach my retirement goals…even though retirement is many many years away!