As the Chief of Staff, Erin manages day-to-day operations as well as providing support for advisors and clients. She also aids Derek in recruiting new advisors and agents to the firm as well as providing case management.
Erin has been in the financial services industry since 2007 and has thoroughly enjoyed her career helping clients with their financial futures. She has worked with Foresters Financial, AXA Advisors, and Goldman Sachs Personal Financial Management Company before welcoming the opportunity to help Derek start a new firm. Erin also holds a Health and Life license (CA Insurance License #0I98697).
Erin arrived at her financial career after seeing the importance of financial stability at an early age and how often people did not understand that. This created a passion within her to help as many people as she can to truly obtain a secure financial future. This is why she enjoys walking new clients through the process after they meet with their advisors or agents.
She also loves taking an active role in recruiting advisors and agents to the company. When a new advisor or agent joins One Pacific, they will see the passion Erin has for onboarding new agents and then helping them set up their business for success.
In Erin’s extensive experience in multiple aspects of the industry she recognized there were some huge opportunities for improvements in the financial services arena and saw little being done to capitalize on those. When she and Derek worked together previously, they saw they shared the same vision for what would create a standout firm, but lacked flexibility to enact that vision. When Derek started his own firm, Erin jumped at the opportunity to put the vision into action.
A native of the San Diego area, Erin enjoys wine tasting, concerts, and the great lifestyle San Diego has to offer.