Vice President – Wealth Management
Erin manages wealth management services for clients developed through relationships with Charles Schwab offices in the San Diego area and has been with RFA since 2008. In her role, she assists clients with identifying their financial goals and works directly with the firm’s Investment Committee and research team to build and manage client portfolios.
Prior to joining Reilly Financial Advisors, Erin worked on the lending side of the financial services industry, with responsibilities of managing a portfolio of home loans, refinancing packages and business loans.
Erin holds a Bachelor of Arts in Psychology from the University of Arizona and has earned the FINRA Series 6, 63 and 65 licenses.