Pre- and Post-Liquidity Planning
Five Star Wealth Manager
Erin is a Senior Wealth Advisor and a Principal of The Colony Group, having joined the firm in 2012 with the team from Mintz Levin Financial Advisors. She is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 10 years of experience in comprehensive financial planning for high net worth clients. Erin also has experience in corporate financial reporting, planning, and analysis for a global engineering and construction company.
Erin graduated, magna cum laude, from Saint Francis University with a BA in Mathematics. She also received her Certificate in Financial Planning from Boston University.
For the past five years, Erin has served as the Treasurer for the Parent Advisory Board at a local preschool. Her hobbies include watching her boys play soccer and spending time at the beach with her family.