Erin is the organizer of all things at Azimuth Wealth Management, Inc. She keeps everyone on task and is a true joy to work with. Erin began her financial planning career with the Commonwealth Financial Network®, after graduating from Norwich University. At Commonwealth, she gained a diversity of experience working across departments and honing her ability to manage the operational needs of a highly personalized financial planning and wealth management office.
In addition to time with Commonwealth, Erin has worked as an analyst for LPL Financial Services, supporting client investment strategies, and spent additional time supporting independent investment advisors in Massachusetts, before transitioning to Azimuth. She holds FINRA Series 7, 66, and 24 licenses and a Wealth Management Certificate from Kaplan University.
Erin joined Azimuth Wealth Management in 2017 as Director of Client Services. She works closely with clients to uncover their path and enhance their financial confidence. Passionate about delivering unrivaled client experiences, Erin is always ready to answer client questions or address service-related inquiries.
When she’s not delivering exceptional client service, Erin can be found enjoying outdoor and cultural activities with her husband and two children. She relishes outdoor adventures, hiking and spending time with friends and family and takes great pride in working on home improvement projects with her husband, when she has the time.