Erica specializes in tax, estate and gift planning, leveraging her 20+ years of experience serving ultra high net worth families and related businesses with a public accounting firm. She works directly with clients to learn about their vision for their financial future and their personal goals, and then helps to develop a tax efficient plan to benefit them.

When not assisting clients and team members, Erica spends her time reading and traveling with her family.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS 

• IRS Enrolled Agent

EDUCATION

• Bachelor of Science, Accounting, University of North Carolina at Wilmington