I provide clients with objective proactive advice, a higher standard of service and exceptional personal attention. My team and I focus on proactive financial strategies designed to help our clients manage their investments, preserve their life savings, provide them with predictable lifetime income, minimize the burden of taxes and plan for the transition of their legacy to the next generation. It’s the same holistic guidance I’ve been providing for over 20 years.
In my early years I wanted to be a musician. I quickly learned that I would not be able to support myself in that field so in 1993 I finagled a job with an independent brokerage firm. From the beginning, the culture of selling financial products rubbed me the wrong way. The focus at the firm and throughout the industry was on sales not on the clients. As time went on, I got more and more disgusted with the “sell product” atmosphere of the time. I wanted to put the clients needs first and provide a more client-centric holistic approach based on planning and guidance, not generating commissions.
In the fall of 1996, one of my clients said “Erin, why don’t you just go start your own business based on advice not products.”
I got to work on a business plan and in January of 1997 (at the wise old age of 28) I took the plunge and used my life savings to start Legacy Financial. In the beginning,
I was a one man operation. I answered the phones, managed client investments, wrote financial plans, prepared reports, researched investments and ran the business. It would be 50-60hr weeks for the next two decades. Those original clients stuck with me and introduced me to their friends. Those friends introduced me to their friends, etc and the company began to grow. It has continued to grow year after year. Along the way, I hired more staff, added more resources and leased larger and larger office space.
Today, I work with clients in over 30 states including the 3rd and 4th generation of the families I started this journey with back in the early 1990's.
Along the way, other advisors started to take notice of the culture at Legacy. A few of them shared the same values and vision and joined the firm. Today Legacy has 2 office locations with 9 financial advisors and 8 team members. We have room for a few more advisors but our vision is to remain a small boutique firm that can focus on our personal client relationships.
We have come a long way from those humble beginnings.
After more than 25 years helping clients plan through all the stages of their life, I have seen first hand the benefits of a long term financial plan and the positive impact that has had on peoples lives.
Outside of work, I still enjoy playing music (just for fun) but my real passions take me outside - bicycling, hiking, going for walks, skiing and boating.
*Erin received advanced training through the Center for Fiduciary Studies (Fi360) earning the Accredited Investment Fiduciary®, (AIF) designation, attended the College for Financial Planning earning the designation of Accredited Wealth Management Advisor® (AWMA) and attended the Institute of Business & Finance to earn the Certified Fund Specialist® (CFS) designation. Additionally, Erin is a 25 year member in good standing with the International Association of Registered Financial Consultants and holds the RFC designation. He holds Series 6, 7, 63 & 65 FINRA securities registrations and Life & LTC insurance licenses.