Erin Pentz, AWMA®, ChFC®

Partner

Keystone

Client Advisory

Biography

Erin Pentz is a distinguished Partner and Practice Manager at Cerity Partners’ Indianapolis office. With a deep-seated commitment to wealth management and financial empowerment, Erin brings a wealth of experience and a track record of excellence to her role.

Before joining Cerity Partners, Erin was a Wealth Advisor, Vice President, and Co-COO at SBC Wealth Management, where she also contributed to the firm’s strategic direction as a member of the Executive Committee, SBC Council, and Investment Committee.

Beyond her professional achievements, Erin is a passionate advocate for women’s financial empowerment. She leads a quarterly event, ‘Wine, Wealth and Wellness,’ which provides a supportive platform for women to enhance their financial knowledge and confidence.

Outside of her professional life, Erin enjoys a vibrant personal life. She is a devoted mother to her son, Richard Isaac (Rip), and cherishes time spent traveling with her husband, Rich. Erin is also an avid fitness enthusiast, and a dedicated dog lover, sharing her life with her dogs, Bodhi and Rambo.

Erin’s commitment to community service is evident through her extensive involvement with cancer-related causes. She has held various leadership roles with the American Cancer Society in Indianapolis, including chairing and serving on the Discovery Ball Committee and as President of the Guild. In 2020, Erin was the Chief of Everything (COE) for her husband’s campaign as he was named Leukemia and Lymphoma Society’s (LLS) National Man of the Year for his fundraising efforts and continued her leadership role as an Executive Leadership Team Member for LLS in 2021.

Erin’s blend of professional acumen, community dedication, and personal passion makes her a remarkable leader and advocate in the financial and philanthropic communities.

Education

  • Bachelors in Finance from the Kelley School of Business, Indiana University Indianapolis

Highlights

  • Accredited Wealth Management Advisor (AWMA®)
  • Chartered Financial Consultant (ChFC®)

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