| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
7100 Six Forks Road, Suite 135, Raleigh, NC, 27615
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Learn about disclosures →Erin is a native of North Carolina. She received her degree in Business Administration at UNC Chapel Hill. Erin is a Certified Public Accountant and a Certified Financial Planner™ practitioner. Erin also holds the Personal Financial Specialist (PFS) designation from the AICPA, which is given to CPAs who specialize in the area of personal financial planning. She is a member of the North Carolina Association of Certified Public Accountants (NCACPA) and previously served on the Financial Literacy Council. In her free time, she enjoys reading, traveling, and spending time with her husband and daughters.