Erika has over 20 years’ experience in the high-net-worth wealth management and client services business,. Erika works diligently to provide exceptional service to our clients including handling client requests, resolving client inquiries, making sure key client information and documentation is up to date and onboarding new accounts.
Erika has a Bachelor of Arts degree from Long Island University and is also Series 7 securities licensed.
Erika lives with her husband and two daughters. She loves to travel and spend time with her family and friends. Erika also enjoys being involved in the many school activities for her two daughters!