08/28/2026
Behind the scenes of every strong advisor-client relationship is a team committed to delivering exceptional support, and today we're shining a spotlight on Erin.
Erin plays a key role in delivering a seamless client experience, helping manage everything from client relations and business processing to financial planning workflows and meeting follow-up activities. Her path into the financial services industry started at a college conference, where she connected with an Ameriprise recruiter who ultimately introduced her to Michele and Roger.
Erin earned a Bachelor of Science from Winthrop University and brings over 9 years of industry experience, including more than 7 years with our practice. She has also successfully completed the FINRA Securities Industry Essentials (SIE) Exam.
Outside of work, Erin enjoys Asian food and spending time with her American Eskimo dog, Alfie, and traveling with her husband, MJ. As a child, she dreamed of becoming an attorney because she was always confident in her debating skills!
π Learn more about Erin here: https://bit.ly/4go9539
Thanks for getting to know Erin! Check back soon for our next team member spotlight.