Erica joined our team in February 2015 as a Senior Registered Client Service Associate. She was recently promoted to our Client Services Manager overseeing the Operations of the firm. While maintaining lasting and trusting client relationships, she ensures that each client’s needs are being tended to in a timely manner. Erica efficiently manages the operations while providing an outstanding quality of client service.
A former chemist, Erica began her financial services career in 2007. She earned her Series 7 & 63 licenses and served as a Registered Client Service Associate in Modesto, CA, her hometown, before following her dream and moving with her family to the San Diego area in 2010.
Graduating with a Bachelors of Science in Biology from the University of California – San Diego, Erica lives in Rancho Bernardo with her husband, Simeon and three young children, Jaden, Asher and Madelynn. She enjoys coaching youth soccer and spending time with her family.