As a Coachella Valley native, Erica has been delivering innovative and customized financial strategies for her clients since 2006. She takes great pride in educating her clients to help ensure they truly understand their holistic financial picture. Throughout her client’s lifetime she is there advising and guiding them as she develops a personalized strategic plan that helps prepare them for retirement and beyond.

Erica believes that wealth management isn’t just about managing investments; it’s about discovering what’s truly important to the client and using their assets to turn those priorities into reality. She helps clients create long-term wealth management strategies by advising them on retirement, education and creating a lasting legacy for the family.

Erica brings a hands-on approach to each client by providing proactive communications and scheduling face-to-face meetings to make sure each client is truly heard and understood. Erica helps her clients navigate the good times and the bad times – not just in the market, but in life. Throughout the year she has in-depth conversations with clients to help make sure their goals are on target and their portfolio strategies reflect their current needs in life.

Erica earned her bachelor’s degree in accounting from the University of Notre Dame. She loves calling the desert home and is an avid hiker in addition to maintaining a regular yoga practice. Erica is also a passionate supporter of several local non-profit organizations, including Hidden Harvest, The Living Desert Zoo and Gardens, and the McCallum Theatre.

CA Insurance License #0F16623
Resident State CA