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Erin Wilkinson

Erin Wilkinson

Operations Manager

Erin Wilkinson joined our firm in early 2016.  She is your first point of contact in our office and is responsible for office management as well as client account administration. 

Erin began her career in the financial services industry for a local broker-dealer, first as an office administrator before advancing to the human resources and payroll office.  She then moved into the employee benefits industry where she administered corporate employee health benefit plans as a third party administrator. 

When she and her husband welcomed their first child, Erin started a home-based administrative services business while also incorporating extensive volunteer work into her schedule.  Erin held Executive Board positions with Damas de Caridad, a local support group for St. Jude Medical Center, for four consecutive terms both as Treasurer and Fundraising Chairwoman.  She is also a Girl Scout Troop Leader and former Troop Treasurer. In her free time, Erin enjoys photography, reading, and traveling with her family.

Erin earned a Bachelor of Arts degree in Government and French from Claremont McKenna College.  She also holds the Series 7 and 66 securities licenses.