Since 2010, Erica has provided a coordinated effort in delivering exceptional service to our clients. As Paraplanner® and Senior Associate, Client Service, Erica works part time with the team to prepare financial plans for clients. She oversees many operational activities and has intimate knowledge of the firm’s processes. Erica is a graduate of Bowling Green State University with a Bachelor of Science in Technology. She obtained her Registered Paraplanner® designation in August 2014.