Erika is the first point of contact for our clients, and she provides essential support that keeps the practice running smoothly. She ensures that our clients receive the best customer service possible. Her responsibility is to schedule appointments for you, and she is the first person you should call if you have any questions about your financial planning process. She will ensure that the appropriate member of our team responds to your query. Erika is responsible for handling routine client service requests such as address changes, withdrawals, and/or contributions. She will make sure that we have a firm grasp on all the details specific to each of our clients and that we respond to every need in a timely manner.