Hi, I’m Erica…

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ABOUT ME

I’m a seasoned financial expert and Certified Public Accountant (CPA).  I bring my clients a wealth of knowledge from my career in public accounting at KPMG LLP in Chicago and in corporate finance at Walgreens headquarters where I led the financial planning process for a $2B division.

My passion is helping entrepreneurs and CEOs grow the profitability of their companies, while planning for their family’s personal financial future.

Born and raised a Chicago girl, I’m now located in Idaho with my husband and two kiddos. I’m grateful to be able to support clients across the country.

ABOUT MY FIRM

My firm is committed to helping communities thrive.  Ten-percent of all profits go back to non-profit organizations supporting women and children in communities where my clients are located.

Year after year, my firm has supported women’s homeless shelters, domestic violence safe houses, Boys and Girls Clubs of America, and other organizations located specifically in my clients’ communities.

Because we rise by lifting each other.