Client Advisory

Biography

Erin is a Principal in the Louisville office, where she advises individuals, families, and business owners and provides comprehensive wealth management services. Her responsibilities range from constructing investment portfolios, building comprehensive retirement cash flow projections, and determining tax optimization strategies.

Before joining Cerity Partners, Erin was a Financial Associate for ARGI Financial Group’s Multi-Family Office division. In this role, she focused on providing holistic financial advice such as executive benefit optimization, risk management, investment portfolio management, and retirement cash flow planning.

Education

  • B.S. in Marketing from Western Kentucky University
  • Certificate in Financial Planning from Western Kentucky University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • NexGen chair of the Financial Planning Association, where she focuses on bringing together new and aspiring financial planners to network and share industry best practices

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.