Erin joined the Eagle Wealth Strategies team in 2022, bringing over 12 years of customer service experience, most recently employed by Merrill Lynch, where she gained knowledge and experience in our industry.
Erin serves as the main point of contact for her clients and executes services such as opening accounts, preparing forms, initiating transfers, trading, and assisting with the financial planning process.
Erin is a lifetime resident of Deptford, NJ. Most of her time outside of work is spent with her adopted rescue dog, Marley. She also enjoys spending time with friends, playing golf, and watching or playing sports. In the summer, she spends most weekends in Wildwood, enjoying time with family and friends down the shore.