Erin works closely with clients and their families to provide customized financial planning and advisory services, ensuring that their financial strategies are as unique as their personal circumstances. She also represents Invariant in the local business community, actively participating in Chambers of Commerce, advisory boards, and professional organizations to foster connections and drive business growth.

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Erin’s approach to client service is deeply personal, rooted in building strong relationships and understanding each client’s unique needs. She believes in treating every client as the most important, with prompt responses, thorough answers, and a commitment to excellence in every interaction. This dedication to high-touch service sets Invariant apart and is a testament to Erin’s passion for helping clients achieve their financial goals with confidence and clarity.

 

Erin’s professional journey is marked by a genuine interest in finance and a diverse background that includes roles in international business and personal financial education. Fluent in Spanish and a degree holder in International Business, Erin has lived and worked in nearly 40 countries, bringing a global perspective to her work. Proudly supporting her US Army veteran husband and their two college-aged children, Erin’s life is a testament to her dedication to family, community, and the clients she serves at Invariant.