Erin serves as an Associate Advisor for Element Wealth Planning. She holds the Financial Paraplanner Qualified Professional (FPQP) designation and has completed the FINRA Securities Industry Essentials examination, the FINRA General Securities Representative Qualification Examination (Series 7), and the FINRA Uniform Combined State Law Examination (Series 66), held through LPL Financial. In her role, Erin serves as one of the primary points of contact for our clients. She sits in on all client meetings and calls as she collects data, opens accounts, and works with our team to coordinate the financial planning process.
Erin is a transplant from PA but has called Delaware home for 16 years now. Outside of EWP, she's a busy mom of five and happily married to “her person”, Drew for 10 years. She has 20 plus years in client relations, including the medical community, merchandising industry and financial sector.