Naples, FL
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Erin is the trustee/owner of her parents' insurance policies. This activity is not investment-related.
Erin founded Purposeful Money in 2007 out of a desire to provide the kind of caring, client focused financial planning she couldn’t do as an employee of a traditional financial services company. She has over 20 years of experience in financial planning and tax preparation. When not working with clients, Erin can likely be found spending time with her grandchildren, out on the golf course, or watching baseball.