Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Erica is a Principal in the Chicago office. She is responsible for delivering investment and planning services to clients.
Prior to joining Cerity Partners, Erica was a Client Service Manager at Sheridan Road Financial servicing over 200 accounts for high-net-worth families, foundations, and retirement plans. In her role, she worked in portfolio analysis, insurance oversight, managing client requests and various marketing efforts.
Why is Wealth Management important, especially today?
Why are we managing your financial life if we don’t have a plan? We want to know how to manage your assets to ensure you can accomplish the goals and objectives of your life. So we start with the goals and objectives and solve for the investment management. The plan is key.
What kind of clients work best for you?
The more complex the better. I thrive in getting into the details and taking a multi-prong approach to deliver solutions to our clients. Often this involves exploring multiple possible solutions to see which is best for the clients.
What do you do in your personal life that helps you help your clients?
I am a runner. This is my time to get away from a screen, breath fresh air, and clear my head. This helps my clients get the best version of me with less stress and greater patience to work through their unique financial concerns.
What does the world need now more than anything?
Compassion. Everyone needs to feel compassion from others and for others. We all deserve a little grace here and there.
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Curious about learning more? Let’s talk.
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