Advisor Profile

Erin Christy

Director, Wealth Management

Erin is dedicated to building client relationships through expertise, dependability and integrity.

Erin is a licensed attorney who has a decade of experience providing investment management, financial planning, estate planning and tax planning services. She takes a personalized approach to helping individuals and families identify, prioritize, and ultimately achieve their financial goals. She is proud of what it means to be a fiduciary, always putting the client’s best interests at the forefront.

Erin loves to explore the world near and far with her family, utilize her creative side to teach children’s dance classes at a local studio, and challenge herself mentally and physically in CrossFit competitions.


  • Cedar Rapids Area Estate Planning Council
  • Linn County Bar Association


  • University of Iowa, Juris Doctor (J.D.)
  • University of Kansas, BFA