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Erin comes to River Birch Wealth Management with over 20 years experience as a Financial Advisor. She focuses on retirement planning for individuals and families, and helps clients transition into retirement with confidence. Erin uses a relationship-based approach to learn all she can about her clients and their goals, and develops a specific plan to pursue those goals.
Erin holds an Associate’s in Business Management from Virginia Western Community College and has earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning. She holds securities licenses 7, 6, 63 and 65 through LPL Financial. She is also licensed for annuities and insurance with a specialization in long-term care planning for legacy transfer maximization.
Erin has three children, Ashley, Natalee and Collin and resides in the Bonsack area of Roanoke County. Her oldest daughter, Ashley, works alongside her at River Birch and is also a Wealth Advisor. Erin grew up in the Smith Mountain Lake area and enjoys visiting the lake on warm summer weekends. Erin is an active member of her church and loves being a part of their community outreach events. Erin is also an avid reader and enjoys music festivals and traveling.