Erica is a Partner in the Cleveland office and leads the Estate and Financial Planning practice for the firm. She advises individuals, families, businesses, and nonprofits providing comprehensive wealth management services.
Prior to joining Cerity Partners, Erica was a Vice President, Portfolio Manager and Director of Operations at Spero-Smith Investment Advisers, which she joined in 2004.
Erica earned a Bachelor of Business Administration degree from Ohio University with a concentration in Finance and Management Information Systems (MIS), and a Masters of Business Administration in Finance from John Carroll University in Cleveland, Ohio. She is a CFP® professional and a member of the Financial Planning Association (FPA).
Erica is on the Board of the Joyce Ivy Foundation, an organization committed to the academic advancement and leadership development of young women from the Midwest. Within the Cleveland-area community, Erica is a member of the Cleveland Chapter of Soroptimist International and serves on its membership committee. She serves on the Associate Board of the Greater Cleveland Sports Commission and the Alumni Committee of the Cleveland Leadership Center. She is a graduate of the 2013 class of Bridge Builders program of the Cleveland Leadership Center.