Erin is guided by a simple conviction: every client interaction and every project is an opportunity to make a positive impact. As a member of Sequoia’s Wealth Planning department, she prepares comprehensive financial plans and modular analysis to deliver technical advice and resources for high-net-worth and ultra-high-net-worth clients. Working closely with the firm’s advisors, she addresses everything from retirement and estate planning to business succession, philanthropy, and beyond.  

What drives Erin is the moment a client shifts from feeling overwhelmed to feeling empowered. She takes time to understand each person’s background, values, and decision-making style, building relationships rooted in trust and a genuine commitment to each family’s best interests. A lifelong learner by nature, she stays attuned to changes in tax strategy, legislation, and market conditions, and adapts thoughtfully so her clients are always well-positioned. Erin earned her MBA in finance and organizational development from Case Western Reserve University.  

Erin lives in University Heights, Ohio, with her husband and their French bulldog. She and her husband love to travel, seeking out new cultures and experiences with friends whenever they can. At home, she’s an avid reader of both fiction and nonfiction, and volunteers her time with the Transplant House of Cleveland.