Erin conducts research and analyzes data to develop investment recommendations and prepares proposals outlining the strategies designed to maximize the probability of achieving our clients’ objectives. She holds data analytics certification from the Six Sigma Global Institute.

In addition, she collaborates with our team members on ad hoc projects to improve our technology infrastructure, training and other key initiatives. Her day often features time devoted to programming new tools to help with efficiency and technology optimization. She is also committed to building on her own professional skill sets and capabilities.

Her excellent communication and organization skills help Erin serve our clients well and efficiently follow up on any needs or requests they have. In doing so, her goal is to build trusted relationships with our clients. Erin describes her ultimate hope as being “a valued resource” for our clients. Someone they know as dependable, present, and understanding of their needs.” Before joining our team in 2022, Erin was a portfolio evaluation group associate at Fisher Investments. She earned a Bachelor of Science degree in finance with a minor in economics from Centenary College of Louisiana. During her time at Centenary College of Louisiana, she spent her time participating on the women’s golf team, acting as president for the school’s business fraternity, Phi Beta Lambda, and volunteering at the Caddo Parish Animal Shelter.

Erin is from Austin, Texas, and now lives in New Orleans. In her free time, she enjoys golfing, painting, cooking and spending time with her family. Erin says, “cooking is a way to pass down traditions and experience new cultures. My weekly goal is to cook at least one new recipe. The rest of the week is filled with recipes passed down to me by my dad, mom and grandmother. Even using cookware that has been passed down in my family for centuries to prepare my meals.” She has served as a volunteer at various animal shelters and is currently volunteering at Take Paws Rescue, based in the Mid-City neighborhood of New Orleans.

Q&A: Personally speaking

• Q. How do you spend your time outside of the office?
  Spending time outside with my pup, Gomez. We love going to the dog park and going on long walks that end with trying a new snowball flavor.
• Q. What’s the one thing that might surprise others about you?
  I have had artwork shown in an art studio in Florence, Italy.
• Q. If you could spend a week anywhere in the world, where would it be?
  Mexico City. Trying the food alone could take a week.