Erica’s Story

Erica began building her business as a financial advisor in 2009. Her and Adam have been working together for the last decade and decided to join forces in 2021. Her mission is to create life-long relationships with her clients while helping them achieve their financial goals. With her knowledge, loyalty, and integrity, it is clear that her clients best interest is her main focus. Erica is passionate about listening to her clients goals and dreams and then creating a roadmap for them to accomplish their plan while redefining their relationship with their finances. She is also passionate about creating remarkable experiences for anyone she encounters.

Erica lives in Plant City, FL and is married to Patrick. They have 3 children, Jake (12), Ivy (6), and Corban (1). She is a worship leader at her church and does tactical gun training and shooting with The Two Seven Gun School as one of her hobbies. She enjoys traveling places to try new foods, and spends free time mastering recipes in the kitchen, running, and spending as much time with her family as possible.

She holds an AA degree from Hillsborough Community College, and a BA in English with a specialization in Creative Writing from the University of South Florida. She has her 2-15 License, Series 6 & 63 License. She also has a Master’s Certificate in Business Administration from Tulane University.

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