She brings a unique combination of creativity and strategic thinking to financial advising, drawing on a diverse professional background that spans a variety of industries - from driving Programs and Partnerships for an innovative technology firm; to leading a major partnership for a metropolitan NYC airport program; to directing one of the largest sacred music programs west of the Mississippi; to over two decades of teaching music to students from age 2 to 82.
As a military spouse to her husband (who retired from the U.S. Air Force in 2024 after 24 years of service) and a mother to three children, Erin understands the importance of stability and planning for the future. After many years of living away from their families, they returned to Massachusetts in the summer of 2024 and happily settled in Mendon.
Erin is honored to join her father's highly esteemed financial practice. She takes great joy in learning from his broad expertise and continuing a tradition of trust and care for his clients’ financial goals. Erin’s transition into financial advising is honed through LPL’s rigorous Advisor Institute training program, fueled by her passion for carefully listening to and helping people, and her in-depth experience in various practical scenarios. With a strong sense of confidence, a natural knack for problem-solving, and strong communication skills, Erin excels at understanding client needs and finds it incredibly rewarding to guide them with insight and care.
Erin has completed the Series 7 and Series 66 through LPL Financial investment and securities licensing requirements and is insurance licensed in MA. She successfully completed the Certified Financial Planner® Exam in November 2025.