About
Erin
Erin has more than 20 years of experience in comprehensive financial planning for high-net-worth individuals and families. She specializes in working with clients who have the full suite of planning needs, with a particular focus on advising those in pre-retirement to build flexible plans which integrate retirement, cash flow and tax planning, and investment strategy and implementation. She also provides education and advice to the next generation of many of her clients.
Erin joined Focus through the firm’s 2012 merger with Mintz Levin Financial Advisors. Before her career as a wealth advisor, she started out in an actuarial department for a large health insurance company and then worked in corporate financial planning, reporting, and analysis for a global engineering firm.
Outside of the office, Erin enjoys spending time with her family and traveling to watch her two sons (and two nieces) play soccer. In her free time, she enjoys spending time boating and at the beach, and cheering on Pittsburgh sports teams.
Education and Professional Milestones
-Saint Francis University - bachelor’s degree in mathematics, graduated magna cum laude
-Boston University – certificate in financial planning
Erin has more than 20 years of experience in comprehensive financial planning for high-net-worth individuals and families. She specializes in working with clients who have the full suite of planning needs, with a particular focus on advising those in pre-retirement to build flexible plans which integrate retirement, cash flow and tax planning, and investment strategy and implementation. She also provides education and advice to the next generation of many of her clients.
Erin joined Focus through the firm’s 2012 merger with Mintz Levin Financial Advisors. Before her career as a wealth advisor, she started out in an actuarial department for a large health insurance company and then worked in corporate financial planning, reporting, and analysis for a global engineering firm.
Outside of the office, Erin enjoys spending time with her family and traveling to watch her two sons (and two nieces) play soccer. In her free time, she enjoys spending time boating and at the beach, and cheering on Pittsburgh sports teams.
Education and Professional Milestones
-Saint Francis University - bachelor’s degree in mathematics, graduated magna cum laude
-Boston University – certificate in financial planning