Erin Joined Sherpa Wealth Strategies in September of 2019. Her background includes 20 years in sales and customer relationship management. Erin’s commitment to client service and objective, personalized financial advice aligns with Sherpa Wealth Strategies’ values.
Erin is a native of Kennewick, Washington, and a graduate of Washington State University. Erin and her husband David relocated to Bend from Prosser, Washington, in 2014. When not helping clients with their financial goals, you can find Erin biking, skiing, paddling on a lake or SCUBA diving in the ocean.
Licenses: Series 7, Series 66 Registrations held through LPL Financial as well as Oregon Life & Health Insurance.
Credentials: Wealth Management Certified Professional® through the American College of Financial Services.