Erin has always known that her career path would revolve around helping others simplify their lives; she began pursuing a career in the financial services industry in 2008 knowing that it would allow her to do just that. For many years prior, she watched her mother, Ruth Doepel, build lasting relationships and provide skilled investment services that have helped individuals and families pursue their goals. In 2008, Erin seized the opportunity to assist Ruth in transferring her valued clients from Wachovia to Raymond James. One year later, Raymond James offered her a position, as one of an elite few candidates, in the Financial Planning Residency Program located at their headquarters in St. Petersburg, Florida. As part of the Financial Planning Group, Erin learned technical expertise and the fundamentals of financial planning from top-notch planning professionals. In addition, she used this time to build a solid network of professionals across the firm from whom she receives support for her business. She returned to Illinois in 2011 and joined the Doepel Retirement Planning Group of Raymond James as a financial advisor. Like Ruth, Erin believes in a comprehensive financial planning approach which integrates cash flow management and tax planning considerations along with insurance, investment, retirement, and estate planning; all tailored to their clients' unique personal and financial priorities. In support of this approach Erin has completed rigorous coursework to receive the prestigious certification as a CERTIFIED FINANCIAL PLANNER™ professional.
Erin is a Chicago Blackhawks fan, loves music, enjoys being outdoors and exercises a healthy lifestyle. She also has enjoyed participating in various missions trips through her church and finds that being bilingual has been of special importance when serving Spanish speaking communities. Erin is also dedicated to providing a better community by serving in several charitable organizations in the Naperville area.
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.