Who I Serve Best: - Busy professionals who value honest, detailed and efficient communication and solutions - Affluent and High Net Worth families with unique credit, estate or tax planning needs - Growing individuals and families looking to establish a secure financial future - Anyone looking for a tenured team with over 40 years' experience to support their financial well-being Working alongside an established team of specialists, I am able to provide unique, timely and efficient wealth strategies. Connect with me for: - Goals-based wealth management planning - Custom lending and credit solutions - Alternative Investment opportunities - Estate, Trust and Insurance planning services - Navigating a major life event What motivates me? Promoting health financially and personally. I have a drive to accelerate people's lives and make their personal and financial life more efficient. I have a passion around connecting people to meaningful resources and solutions via products or professionals. Getting to know Erica: I wake up for an early morning weightlifting or CrossFit workout. You'll always find a new destination on my planner to enjoy a new city, country, culture or culinary scene. I currently live in Chicago with my husband. I love and value learning and continued education. Most recently I have attended Executive Education programs at Wharton and DePaul. My family and friends describe me as having a glass half full mentality, disciplined, athletic, social, forthright and kind. Gallup StrengthsFinder Results: Woo Communication Competition Analytical Positivity Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved. 