Erica is the Director of Special Projects at Legacy Private Wealth Partners. She is a problem-solver dedicated to streamlining operations to promote organizational efficiency. She enjoys promoting a positive work culture amongst team members and is devoted to developing creative ways to demonstrate appreciation for clients.
Erica graduated from Arizona State University with a degree in special education. She spent most of her career as a special education teacher, English teacher, and cross-country coach, passionate about helping her students reach their potential. Throughout the years, she held leadership positions on many boards and committees, both as a professional and as a volunteer.
In her free time, Erica enjoys reading, working out, traveling, taking long walks with her dog Wilson, and spending time with her husband and their two college-aged daughters.
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.
Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.