Erica Hartog , CPA

I grew up having no understanding at all of finances or financial management. I grew up feeling financially insecure, despite realizing that was not the case as an adult. With my own children, I have included them in family financial discussions and have tried to educate them on financial matters so they don’t have that same feeling of financial illiteracy or insecurity that I had. I feel that being able to educate my children on these matters at a simplified level has helped me break down the same concepts for my clients who may not be as financially sophisticated as we are as professionals.

The wide range of professionals with expertise in different areas of financial management.

I pursued a degree in accounting because my father advised me that accounting and specifically becoming a CPA would be a safe and secure career path. He was a strong advocate of getting a certification or license.