Erin Preston
Wealth Management Assistant
Erin is a fully licensed Assistant with 10+ years experience in the financial services industry. She works closely with clients and advisors to provide timely, accurate support and a polished client experience. Erin also has her insurance license, further expanding her ability to support clients and the advisory team.
In her spare time, Erin enjoys reading, spending time with her family (and cats!) and adding new houseplants to her collection.