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Erin Ames, CFP®, CEP®, CPA

Senior Financial Planning Specialist

Erin is a Senior Financial Planning Specialist. When Erin was in school, she learned she could combine her love of math with her desire to improve others’ lives through corporate accounting and financial planning. She has gone on to specialize in detailed tax, charitable, and estate planning.

Erin has a passion for learning, and, after earning an undergraduate degree in Accounting and Economics, in addition to a Master’s Degree in Accounting with an emphasis on personal financial planning, she has gone on to earn prestigious designations within the Estate (CEP), Financial Planning (CFP) and Tax (CPA) world.

In her free time, she loves spending time outdoors and with her husband and their 2 dogs.

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