Erica Cameron, CFP®

I have always liked numbers and building relationships. When my college investment class had a financial planner as a guest speaker, I knew I found my future career. Fast forward to when the financial crisis emphasized the importance of our job during difficult times. While it wasn’t easy, I learned a lot, deepened client relationships, and the challenges made me want to work that much harder to show clients they were in good hands.

People are busy and they tend to not focus on their whole financial picture. We bring it all together and give them peace of mind so that they can focus on what is important to them.

My favorite compliment from a client/prospect is, “it really seems you love what you do.” And I do. I have the best clients and colleagues and I am grateful for their trust.

Clients that are involved in the process but want and trust our advice.

It’s when a client sits back and realizes the plan is working. I love when clients realize they can add goals because they are in such good shape. I then see real joy – giving to children, donating to a charity, etc.

As always, kindness. I just hung a picture in my house that says “in a world where you can be anything, be kind.”