8325 E. Southport Road, Suite 190
Indianapolis, IN 46259
Erin is a lifelong Catholic. Her faith has carried her through many trials and is the reason she changed careers. Erin believes she can help make a difference in her clients' lives. She enjoys baking, gardening, and spending time with her yellow lab Sydney.
Erin gets to understand what is important to her clients and creates personalized strategies to help meet their long-term financial goals. She partners throughout their lives to keep them on track.
She works with individuals and small business owners.
Erin gathers what is important to clients, assesses their current financial picture, and makes recommendations for specific strategies to achieve those goals. She keeps on the look out for blind spots that may derail those goals.
Good referrals are individuals that have changed jobs, wish to consolidate their assets, or desire to have an understanding where they are on the path to achieve their long-term goals. Small business owners that would benefit from strategies to help attract and retain talent while saving for their retirement and potentially saving money on taxes.