Erica has a B.A. in Communication from the University of South Alabama, where she focused her studies on Public Relations and Business Management. She moved to New Orleans in 2013 and has spent the last 10 years working in several customer-facing and administrative roles.
Erica is a gifted communicator and administrator with a deep understanding of her clients' needs. She is committed to providing our clients with the best possible experience and helping them achieve their financial goals.
In her role at Plan Wisely, she began working with us in a marketing director capacity for several years. Now, as a Client Relationship Representative, she assists with client services, account maintenance, scheduling, and other financial planning tasks.
Erica is a valuable asset to the Plan Wisely Wealth Advisors team and is passionate about helping you achieve your financial goals. She is willing to go the extra mile for her clients and is dedicated to providing them with the best possible service.
On a personal note:
An Alabama native, Erica became a New Orleans resident in 2013 when her husband enrolled at the New Orleans Theological Baptist Seminary. During their time in the city, they both fell in love with the community, culture, and food New Orleans has to offer. Her eldest daughter was born during Mardi Gras season while living on the parade route and spent her first week being rocked to sleep by the sounds of the brass bands.
Erica now lives outside of Nashville, TN with her husband and two children. When she isn't working, her time is filled with spending time with her family, volunteering, or reading.