“I really enjoy developing strong relationships with our clients. My responsibilities are such that I set high expectations and standards for servicing our clients.”

Erica is the first one to greet clients and her voice is what they hear when calling the office. She has worked in the Financial Service industry for the last 26+ years as an Executive Assistant, Operations and Client Service Manager.

Erica’s responsibilities with OFM Wealth include being a liaison with Pershing regarding client services such as client onboarding, distribution requests, deposits, account transfers, and the management of numerous internal functions.

In her free time, Erica enjoys working out, hiking, bike riding, and skiing.