Simplified Financial Advice.

Meet Erin


 Erin’s impressive organizational and time management skills are apparent in her role as our team’s Client Service Associate. She has a knack for assisting clients in an effective and efficient manner while also successfully supporting the advisors.

A graduate of Washington State University with a degree in Sociology and Psychology, Erin has more than a decade of professional experience in client services and case management. Her years spent in the legal field as a paralegal specializing in family law, estate planning and workers compensation frequently prove beneficial when assisting our team.

Outside of the office, Erin enjoys spending time with her family and friends, being outdoors, hiking, watching movies and drawing. She looks forward to experiencing the changing of seasons and local activities in the Yakima area.