Erin grew up on Long Island, NY and moved to the Greensboro area in 2007. She began her career working in the banking and finance industry including over 5 years with a NY Registered Investment Advisor firm as their Client Services Manager.
Erin joined DMJ Wealth Advisors in 2007 as a Client Care Associate and since 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 superior client service. In 2019 Erin took on the role of the firm’s Compliance Manger. She works with the Chief Compliance Officer to maintain compliance records and support a compliant environment within the firm. Other responsibilities include contributing to client care training for our associates, and providing Operational Support. Based on her experience, Erin maintains a broad understanding of the investment and planning area.
Erin is married to Jon, they have three children and two dogs. They enjoy spending time together hiking, cheering on Georgia Bulldog football, traveling and supporting the children in all their activities.