• Erin Mary

    Senior Registered Client Service Associate

Erin is a Registered Sales Associate who has worked in the financial services industry for 20 years.

Her knowledge lies in providing the administrative support necessary to create high levels of client satisfaction. She enjoys the personal interaction and the challenge of assisting the team's diverse needs for its high-net-worth clients.

She attended California State University, Long Beach and lives in Cypress, California. Erin enjoys camping, running and playing with her 2 children.