Position: Director, Operations
Education: BA in Communications, BS in Psychology, University of Dubuque
Years Experience: 8
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
Erin lives with her husband Miles and her two dogs in Dexter, Iowa. In her spare time, she enjoys gardening, hunting, beekeeping and raising chickens.
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
Tax and accounting services are offered through Insight Tax & Accounting, LLC. Insight Tax & Accounting, LLC is not affiliated with Arete Wealth Management or Arete Wealth Advisors.