Position: Director, Operations
Education: BA in Communications, BS in Psychology, University of Dubuque
Years Experience: 12
Erin serves as a vital link between clients, their advisor and their investments. She is often used as a resource by clients to assist with the day-to-day management of their account, performance and tax reporting and providing the occasional great story about a wild boar hunt.
Series 7 & 66 licensed, Graduated Cum Laude from University of Dubuque
Erin lives with her husband Miles in Dexter, Iowa. In her spare time, she enjoys gardening, hunting, beekeeping and farming.
Money Quote: “Too many people spend money they earned…to buy things they don’t want…to impress people they don’t like.” – Will Rogers