Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Tax Planning Strategies
  • Women's Financial Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CFS® Certified Fund Specialist
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7, Series 63, Life and Health Licenses

Education

  • Bachlor's Degree in Finance , Loyola Marymount University
  • CFP® Curriculum, The American College

Interests

When not at work, Erika enjoys spending time with family and her two boys, Trevor and Riley. As a family, they spend their free time outdoors with activities such as biking, boating, skiing, and many kid sporting events. Cooking and gardening is also a passion which she incorporates together to find new ways to make healthy meals and snacks for her family.

Community participation

Board Member of Airport Marina Counseling Service (AMCS), a non-profit organization that provides affordable mental health services to the community.

Awards & recognition

  • Ameriprise Circle of Success, 2005-2021
  • Five Star Wealth Manager, 2013, 2015, 2016, 2017, 2018,2019,2021,2022
  • Ameriprise Diamond Ring Award , 2016
  • Working Mother Top Wealth Advisor Moms, 2018-2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.