Overview
Erin is the Director of Financial Planning and Client Experience at Aprio Wealth Management. With over 20 years of experience in financial planning, investment management, and financial technology platforms, Erin leads Aprio’s financial planning department and collaborates with internal partners to create a personalized and holistic client experience aligned with each client’s specific goals and values.
Experience
Erin is a standout leader who has built her career at some of the most influential firms in the financial services, fintech, and registered investment advisor (RIA) sectors. She leverages that experience to lead financial planning and practice management at Aprio Wealth Management. She focuses on delivering tailored solutions that simplify a complex financial landscape and transform the client experience.
Education & Affiliations
Erin earned a Bachelor of Science in Psychology from Northeastern University and a Master of Science in Family Financial Planning & Counseling from The University of Alabama. She is a CERTIFIED FINANCIAL PLANNER (CFP®) and is a member of the Financial Planning Association® (FPA®).