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Erica Edenfield

Insurance Services Coordinator

erica@plan-wisely.com

For me, it’s always been personal: financial security should never feel confusing or out of reach. I strive to bring clarity and calm to every family I serve, helping them feel confident about the future and the plans that protect it.

 

My path to this work wasn’t a straight line. Before joining Plan Wisely Wealth Advisors, I spent years developing my communication and public relations skills, including time in the nonprofit world. That foundation taught me how to genuinely connect with people, hear their stories, and make complex topics easier to navigate.

 

Today, as the Insurance Services Coordinator, I help clients see insurance as more than just a policy but rather a foundation for peace of mind. I specialize in guiding families through life, legacy, and long-term care planning, ensuring their protection strategies align with their goals and values. Every conversation is a chance to build trust, offer reassurance, and secure more than a plan but true peace of mind.

 

My commitment to helping others extends well beyond the office. I’m passionate about supporting children and families through causes close to my heart, including the annual Apraxia Walk, which helps kids find their voices, and the Muscular Dystrophy Association’s Gala in Nashville, raising funds for vital research and community support.

 

But my favorite way to give back is through Girl Scouts, where I volunteer to teach social, financial, and life skills that empower young girls to become courageous, confident leaders of tomorrow.

 

Whether I’m helping a client safeguard their legacy or mentoring the next generation, my goal remains the same: to empower families to face their futures with confidence and security

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erica@plan-wisely.com