About Erin
Erin is passionate about building long-term relationships with clients and understands that effective communication is the foundation of success. She excels at listening carefully to clients’ needs and goals, while also educating them on the strategies to pursue those objectives. By thoroughly discussing plans and focusing on prompt, detailed implementation, Erin’s goal is that each client’s experience is both efficient and rewarding. As with any meaningful relationship, she believes in staying connected and share life changes as they unfold.
Erin graduated from the University of Wisconsin-Whitewater in 2007 with a Bachelor of Business Administration, concentrating in entrepreneurship and a minor in Legal Studies. She began her career in wealth management as an assistant, steadily advancing into operations and financial planning while cultivating strong client relationships. In 2021, Erin completed the Chartered Financial Consultant® (ChFC®) program and earned the Certified Financial Planner® (CFP®) designation after passing the board exam in 2022.
Outside of her professional achievements, Erin is deeply involved in her community. She has been a member of the DeForest Area Rotary Club since 2016, serving as president from 2018-2019 and currently as secretary. As a passionate winter enthusiast, Erin also serves as President of the Columbus Fall River Sno-Blazers snowmobile club, where she helps maintain local trails and supports various non-profit organizations. In January 2022, Erin joined the Board of Directors for Prairie Ridge Health, where she serves on the finance and personnel committee, as well as the executive committee.
Erin lives just outside of Columbus with her husband, Travis, and their two French Bulldogs, Pierre and Bentley. She loves spending time on their farm, enjoying outdoor activities like walking with her dogs, gardening, and hunting, all while soaking in the stunning sunsets. During winter, Erin stays active by snowmobiling and enjoys cozy nights spent reading a good book with a glass of wine in hand.
