Every day I feel privileged to work with individuals and small businesses as they build and sustain their financial confidence. I love to work through the complexities of a client’s full financial picture and guide them through intentional, thoughtful action so they feel in control of their today and tomorrow.
My own confidence was built early on at all-girls boarding school. The focus on my education fed my independent nature and entrepreneurial spirit – graduating from NYU and then UNC Chapel Hill, passing all my securities licensing exams, earning my CFP® designation and now leading a successful values-based advisory firm. I studied History in college because I enjoyed understanding the individual experience within the macro event. This same interest translates into my planning and investment analysis for clients. Every single individual experience is different, and it is a passion of mine to find the “significant” in each person’s situation, help them understand it better, and see how they can use it to their advantage.
Outside of Erickson I direct the business of my late husband Beau, continuing his legacy and our shared vision of commitment to community, family and gratitude for every day. I also love spending time with my ladies – without my girlfriends and the wonderful women who surround me every day at the office life would not be as rich. We make the world go round and have fun doing it!
I take pride that I, along with the team at Erickson Advisors, am committed to continuing a legacy of personal care and dependable service that distinguishes our firm and enables our clients to confidently Plan Now and Live Now.
Education
- Associate in Art, New York University
- Bachelor of Arts in History, University of North Carolina at Chapel Hill
Certifications:
- Certified Financial Planner™
- Series 6, 7, 62, 63
- Licensed to sell Life, Health and Long-Term Care Insurance
Memberships and Board Positions: Prior Treasurer of the Board, Orange County Rape Crisis Center
