Director of Client Services
Erin joined the Azimuth Wealth Management team in October of 2017. As the Director of Client Services she works closely with Christy in helping clients discover and realize their path to financial confidence. Erin is available to answer client questions about their financial plans as well as other service-related inquiries; she is passionate about delivering an unmatched client experience.
After graduating from Norwich University, Erin began her career in financial services at Commonwealth Financial Network® , Azimuth’s back-office service provider. There, she worked in many departments, learning the inner-workings of the company, which provides her with an unsurpassed ability to manage our operational and service needs.
Subsequent to her time at Commonwealth, Erin worked as an investment analyst for LPL Financial Services, helping financial advisors select appropriate investments for their clients. She also held a variety of roles, including planning and client service for another financial advisor firm in Massachusetts.
In her spare time, Erin enjoys the many activities and vibrant culture in Colorado with her husband and two children. Her family has fun exploring new adventures in the state, particularly outdoors. Cooking, hiking, and spending time with friends and family top the list of Erin’s favorite activities. She and her husband also take pride in working on home improvement projects when they have the time.
Erin holds FINRA Series 7, 66, and 24 licenses and well as the Wealth Management Certificate from Kaplan University.