Your dreams, your goals, and what success means to you is as unique as your fingerprint. Our relationship-based business is steeped in understanding you and your needs. We all have a remarkable story; not just a story, but a lifetime that influences our priorities and what matters most in our big picture planning. This is where Erin begins with every single client she meets.
Having worked in healthcare for almost 20 years, Erin has a passion to help others; to learn their story and create a completely individualized and dynamic strategy to help them accomplish their dreams.
Her story is not unlike many. She grew up knowing the value of a dollar and the angst created when money is tight. This motivated Erin to grow far beyond the challenges without money to experience the freedom of wealth. This personal experience brings a unique insight and understanding to Erin’s work; to help people move beyond the difficulty of talking about their finances and create comfort with the planning process. Her goal is to make it easier, accessible and an experience you wish you had a long time before you met her.
Erin’s personal interest in philanthropy comes from mission trips in Africa and Nepal as well as participating in environmental research on the Great Barrier Reef. These experiences have made Erin acutely aware of the impact a charitable gift can make in the lives of others; impacting both the giver as well as those who receive. By minimizing taxation, capitalizing on entitlements, and providing education for minimizing challenges in retirement, Erin's planning creates opportunities that maximize every possibility.
Erin credits her consistent success to her “give first” philosophy in business - providing individualized information, less complicated education and helpful resources to everyone she meets. She has received numerous awards within New York Life and is proud to have achieved membership to the Million Dollar Round Table (MDRT®) from 2014 - 2021. (The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is regognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.)
A graduate of Bowling Green State University (BGSU), she excelled academically while on a full basketball scholarship. Her academics continued at the Medical College of Ohio where she received her Bachelor of Science in Physical Therapy in affiliation with BGSU.
Erin lives with her spouse in Chagrin Falls.
