Erin grew up on Long Island, NY and moved to North Carolina in 2007. She began her career working in the banking and financial industry including over five years with a NY Registered Investment Advisor firm as their Client Services Manager.
She joined DMJ Wealth Advisors in 2007 as a Client Care Associate and from 2015 was the Client Care Team Leader responsible for overseeing the day-to-day client service activities across the firm and setting the standard for client service. In 2019 Erin took on the role of the firm’s Compliance Manager.
She works with our Chief Compliance Officer to maintain compliance records and support a compliant environment within the firm. Other responsibilities include contributing to training for our associates and working with firm leadership providing operational support. Based on her experience, Erin maintains a broad understanding of the investment and planning area.
Erin and her husband Jon have three children and two dogs. They all enjoy spending time together outdoors, cooking and are huge fans of Georgia Bulldog football.
Erin is licensed in North Carolina.
The National Society of Compliance Professionals, Inc