Erica is the newest member of our team joining us February 2015. She primarily serves Pat Brennan’s clients. While maintaining lasting and trusting client relationships, she ensures that each client’s needs are being tended to in a timely manner. Erica efficiently handles the day to day 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.