Erin began her career in the Financial Planning Residency Program at Raymond James, where she served as a case worker on complex Financial Plans for Advisors in the field. In 2011, she began serving clients throughout the country. To support her growing client base, she completed rigorous coursework to receive the prestigious certification as a CERTIFIED FINANCIAL PLANNER™ professional. Most recently, she attained the Accredited Investment Fiduciary designation.
Her practice focuses on strategic goal planning while incorporating tax efficient strategies. In 2016, Erin was formally invited to join The Doepel Group of Raymond James as a partner and the succession leader of her mother, Ruth Doepel. Together, they diligently serve their clients with an emphasis on helping individuals live well throughout their careers, retirement, and beyond.
Erin is a Chicago sports fan and loves spending time with her family. She supports Resurrection Church as team lead for the Greeters and hosts a bi-weekly Bible study out of her home. Most recently, she has been serving as President of Naperville Junior Woman’s Club, a service organization committed to fundraising for nonprofits throughout the Fox Valley Area.
As an advocate for Financial Literacy, Erin speaks and teaches in multiple forums throughout the Midwest.
Raymond James does not provide tax or accounting services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.