Client Experience Manager, CWB Wealth Partners
With over 30 years of experience, Erica is one of the original team members of CWB Wealth Partners where they embarked on creating a firm that placed clients at the heart of everything they do. Erica's passion and care for getting to know our clients beyond "numbers on a spreadsheet" is evident in the strong relationships she has with our clients. In her role of Client Experience Manager, Erica leads the Client Service Associate team in bringing to life exceptional service to our clients.
Beyond the Office
Erica enjoys spending time with her family and raising her son, CrossFit, weight training, reading, and travelling. She also coaches her son's soccer team.