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Erin Ames, CFP®, CEP®, CPA

Senior Financial Planning Specialist

Erin is a Senior Financial Planning Specialist and advises clients on a myriad of personal and corporate financial issues. 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, earning an undergraduate degree in accounting and economics, a master’s degree in accounting with an emphasis on personal financial planning, and several prestigious designations within the estate (CEP), financial planning (CFP), and tax (CPA) worlds.

Erin is also the director of the Adams Wealth Foundation where she helps create a “return on life” for individuals of all income levels. Founded in 2019, the foundation has grown to bless over 6,000 individuals across 2 continents in 2021 alone. Erin thrives helping others create sustainable giving.

In her free time, she loves spending time outdoors with her husband, two dogs, and their 1964 Cessna 150.

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