September 2018 marked 20 years since Erin joined Bryan’s business. She started as his administrative assistant, following his move from Waddell & Reed, and quickly became qualified to assist in the income tax preparation side of the business. While managing daily office operations and client services, Erin obtained the Series 7 & 63 licenses. In 2003, she achieved her CERTIFIED FINANCIAL PLANNER™ certificate, and currently holds her Life insurance license.
While overseeing all aspects of client services, Erin is also a partner in the tax preparation component of Lumen Financial Group. Her attention to detail is an essential part of all client relationships. Erin works side by side with Bryan and Andy in developing and implementing fundamental strategies, as well as the ongoing review process for each of our client's accounts.
Erin is a proud mother of three boys in high school, middle school and preschool. She is also the eldest of five children and part of a large extended family. Not only does she have twenty years’ experience in the business, she also has firsthand knowledge of the financial situations individuals and families encounter in a lifetime.
When not in the office, Erin can be found running her boys to and from practice, games, jobs and friends’ houses in Central New Jersey. While at home, its up and down flights of stairs carrying laundry baskets or in the kitchen whipping up various new recipes for her family to critique. Doing it all with a smile.