Erin believes financial planning is about far more than managing investments. It's about helping people make confident decisions, reduce financial stress, and building a life centered around what matters most to them.

Today, as a Senior Wealth Advisor with EverSource Wealth Advisors, Erin was drawn to a firm that shares her commitment to putting clients first. She appreciates EverSource's collaborative culture, fiduciary mindset, and values based planning approach, which allow her to provide thoughtful guidance backed by an experienced team of professionals.

Professional Experience

With more than 15 years of experience in financial planning, Erin works closely with families, business owners, and retirees to create personalized plans for retirement, investing, tax-efficient growth & income, insurance, and leaving a legacy. She believes the strongest financial plans are built on trust, education, and personal relationships.

Erin holds the Series 7 and Series 66 registrations, along with the Florida 2-15 Life, Health, and Variable Annuity License. She is committed to building lasting relationships and helping clients feel organized, prepared, and confident about their financial future.

Throughout her career, Erin has also been actively involved in community leadership and service. Her prior leadership roles include Community Vice President for the Junior League of Clearwater-Dunedin, Board President of the Guardian ad Litem Foundation of Tampa Bay, State Public Affairs Chair for the Junior League of Clearwater-Dunedin, and graduate of both Leadership Pinellas and Leadership St. Pete.

Personal Summary

A lifelong resident of Pinellas County, Erin earned her Bachelor of Science in Finance from the University of South Florida. While in college, she created an independent study program that allowed her to intern with one of the world's largest financial institutions. That experience launched a career dedicated to helping people navigate life's hardest decisions with clarity and confidence.

Outside the office, Erin enjoys spending time with her young daughter, Clara, exploring Florida's parks and waterways, and creating meaningful memories with family and friends. She has long believed in giving back to her community and has served in numerous leadership roles throughout the Tampa Bay area, including the Junior League of Clearwater-Dunedin, Guardian ad Litem Foundation of Tampa Bay, Leadership Pinellas, Leadership St. Pete, and Dogs Inc.