Erin is the Financial Planning Specialist in the Planning Division at Adams Wealth Advisors. She is responsible for advising clients on a wide range of personal finance topics. Specifically, she specializes in tax and estate planning, as well as other unique business or financial situations. Erin is also the mastermind, and director of the Adams Wealth Charitable Giving program.
She received her Bachelor’s degree from Utah State University in Accounting and Economics, as well as a Master’s degree in Accounting with an emphasis on Personal Financial Planning. In addition, Erin holds the impressive designations of CPA, CFP and CEP.
In 2019, Erin launched the Adams Wealth Charitable Giving program. In its first two years, the program hosted, under Erin’s direction, two Triathlons where 100% of the proceeds were donated to the local CAPSA and Boys and Girls Club. As well as a Drive-In Movie event to benefit Jump The Moon, a student athlete recognition program and several other events to support local organizations.
When needing a break from business, Erin relaxes by learning a new hobby, seeing a new destination, or enjoying the great outdoors with her sweet dog Nana.