6929 E Greenway Pkwy #180
As a CERTIFIED FINANCIAL PLANNER¬™ Professional, Erica understands that the future brings unique challenges. Erica focuses on helping clients with a full spectrum of investment and planning opportunities, ranging from retirement planning to crafting financial plans incorporating tax-efficient strategies. She accomplishes this through a comprehensive planning approach based on her core beliefs of communication, integrity, honesty and hard work. Erica has worked with LPL Financial since 2003 joining the Stratos Wealth Partners team in 2015.
Erica obtained a B.A in Marketing from Arizona State University before getting her licenses to become a Financial Advisor. She has continued to increase her knowledge of the financial markets while acting in the capacity of a Financial Advisor. Along with the required registrations to invest for her clients, Erica also holds the prestigious CFP® designation. In order to use the CFP® certification she has met rigorous professional standards and continually adheres to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. When Erica is not working with her clients, she dedicates her time to her family. She and her husband, Ryan, enjoy watching their three children (Blake, Tyler, and Weston) play sports and participate in their school PTA. Erica enjoys running, traveling, and fine wine. She organizes and runs financial workshops within her church and is very involved in the Junior Achievement Program in the Paradise Valley School District.