Erin joined J.E. Wilson Advisors with over nine years experience in the insurance and investment industry. Most recently, Erin was the complIance and quality assurance supervisor for a large third party administrator. Prior to that, Erin worked in a ﬁnancial services ﬁrm helping clients and managing communications. As Financial Planning Assistant, her primary responsibilities revolve around assisting clients with action steps towards their goals, communicating with clients on routine questIons and preparing planning items for client meetings.
Erin enjoys spending time with her husband and son. Together they spend their free time with family and friends enjoying the outdoors at the beach or lake. Erin lives in Lexington, just outside Columbia.