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In her role as Senior Manager with the Wealth Management group at First National Bank, Erin specializes in providing comprehensive and personalized financial planning to her clients by incorporating investment, retirement income, asset protections and distribution strategies.
Erin started her financial planning career in 2003 as a franchise owner at Ameriprise Financial. She is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Consultant® Designee through the College of Financial Planning. She holds both Series 7 and Series 66 Securities licenses Erin earned her Bachelor of Science in Communication & Finance from Northwest Missouri State University.
She is also active with several professional organizations, including the Financial Planning Association.
Erin is heavily involved with the schools in her hometown of Louisville, Nebraska. She often volunteers in the concession stands or as a ticker taker at various school and sporting events — and she often donates food for both games and parent-teacher conferences.
Erin also loves to travel and spend time outdoors when she’s not in the office. She’s an avid camper and hiker, but her true love is scuba diving because it allows her to get up close and personal with breathtaking tropical fish and coral reef. One of her bucket list goals is to one day stay in an overwater hut in Bora Bora.
There’s no better feeling than helping clients accomplish their goals. It’s truly a blessing to be a part of their victories.