CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions
Erin began her career in personal finance promptly after graduating college where she practiced as a financial planner in Milwaukee, Wisconsin. She developed a passion for helping people at a relatively young age, and the fulfillment of seeing a family achieve their financial goals led Erin to eventually own her own financial planning business in her late twenties. However, being a local girl at heart, Erin decided to sell her practice and move back to the Omaha area so she could be closer to her family, and so she could help people from the community that shaped who she is today. Her work in Omaha continued as a Private Client Advisor for a regional firm, where she was quickly asked to create and lead her own financial planning team. The success in this venture along with her continued passion for helping others led Erin to her career with Carson Wealth Management.
Erin graduated from Northwest Missouri State University in 2002 with a B.S. in Communications and Finance. She holds a Certified Financial Planner designation, as well as Chartered Retirement Planning Counselor designation. Erin received her M.S. in Financial Psychology and Behavioral Finance from Creighton University.
Erin shares her life with her husband and two children. Their number one passion is travelling with their children (and without!), learning about new cultures – especially new food. In her private time Erin enjoys kickboxing and reading books. Erin and her husband enjoy SCUBA diving; each of them holding SCUBA certifications and always looking for their next underwater adventure. Erin has explored the waters of St. Maarten, Isla Mujeres, the US and British Virgin Islands and Kauai, Hawaii.