Contact Erin
Erin provides tax compliance, planning and consulting services for high net worth individuals, business succession and perpetuation planning for closely-held businesses and non-profit organizations. Her expertise includes estate and trust plan review and development, implementation and administration, tax compliance, and strategic consulting services.
Erin’s keen and empathetic perspective allows her to address each client’s unique objectives and concerns. She listens carefully to clients and asks questions to better gain an understanding of their wishes and particular circumstances—all of which is essential to the design and implementation of a wealth transfer plan suitable for each client.
Outside of work, Erin enjoys spending time with her family.