Erin brings over 5 years of experience working in trusts and estates to her role as Relationship Manager.
Currently, Erin is responsible for the efficient administration of trust and investment management accounts for our high-net-worth clients. She provides expert advice and counsel to our clients and administers accounts in a manner that ensures compliance with legal requirements and business policies and procedures.
Previously, Erin worked as a paralegal in trust, estates, and probate. As a paralegal, Erin worked with estate planning attorneys drafting trusts and wills and assisted with probate and trust administration.
Erin graduated from the University of San Diego’s Paralegal program with honors. She has a Bachelor of Arts degree in Humanities from San Diego State University. A graduate of Cannon Financial Institute, Erin recently received designation as a Certified Trust and Financial Advisor.