Client Services Specialist
Erica began her career with a mid-sized real estate company as an accountant and was later promoted to a sales and operations manager. From there she worked with a number of mid-sized real estate firms before finding her true passion in the financial services industry. She began working with Financial Design Group before the company was acquired with AOG Wealth Management. While at AOG, she has worn many hats which include Client Service Associate, Business Development/Marketing Associate and now as a Client Service Specialist supporting our Senior Analyst as well as Executive Assistant to our President and CEO. In her current role, she assists clients with their tax gathering needs by acting as a liaison to their CPAs. In her role as Client Service Specialist, she also provides maintenance support to the online client portal; creates reports and other financial documents used for portfolio reviews, Required Minimum Distribution tracking and coordinating due diligence efforts.
Erica brings over 22 years of experience with top tier firms including Bank of America, CB Richard Ellis, Regus and now AOG Wealth Management. She received her Bachelor of Business Administration degree in Accounting from Howard University.
Erica lives in Waterford, VA with her husband Corey and their two children. Besides being a working mom, she also enjoys helping out with various after school activities and relaxing at home with her family.