Overview
As the Director of Financial Planning and Client Experience, Erin brings over 20 years of hands-on experience in financial planning, investment management, and financial technology platforms. In addition, she holds a Master’s degree in Family Financial Planning & Counseling and is a CERTIFIED FINANCIAL PLANNER® professional.
In her role, Erin leads the financial planning department across Aprio’s nationwide footprint. She collaborates with internal partners to create a personalized client experience by simplifying complex financial issues with custom solutions and aligning the financial planning process with each client’s unique goals and values.
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