With a natural service mindset and attention to detail, Erin assists with our new client experience throughout the financial planning process. She ensures proper maintenance of client records using our in-depth client management and planning systems. In addition, she ensures that existing clients are provided with the highest level of personal service and that service requests are executed efficiently and accurately. Erin has been a resident of the mid-Willamette Valley for over eleven years and is an avid supporter of Salem’s art and music community.