Director of Retirement Services
Our newest team member, Erin, joins us as Director of Retirement Services. In her role, she ensures that our team is meeting our servicing commitments to both our individual clients as well as plan participants. By supporting daily operations, communicating between clients and providers, and regularly reviewing plans, she offers opportunities for clients to meet their financial goals and fiduciary responsibilities.
With a bachelor’s degree in liberal arts from the University of Delaware, Erin is passionate about analyzing and helping people realize their dreams in a straightforward and stress-free manner. She garnered most of her experience working with retirement plans as a Retirement Plan Manager at a local Financial Advisory Firm in Newark, DE. There she worked for over 7 years and managed over 200 million in assets. She has obtained the Accredited Investment Fiduciary® (AIF®) designation, is Series 7 licensed and is currently working towards her Series 65 registration.
Outside of the office, Erin enjoys spending time with her family and friends. She maintains an active lifestyle with her husband, Brad, and their “fur baby” Buckley. She particularly loves learning about different cultures through the art of dance. A competitive Irish dancer for most of her childhood, Erin went on to dance on an Indian dance team in college (UD Kamaal). She fondly recalls fusing multiple cultural dances into their routines and gaining inspirational insight with each move.