Erin joined ShorePoint Advisory Group as a Financial Planning Associate, bringing several years of experience in the financial services industry. Erin works to develop and enhance the client’s financial plans to fit their individualized lifestyles, goals, and needs. Her favorite part of the work is helping clients find clarity and peace of mind as they navigate their finances. 
  
Erin currently resides in Swampscott and enjoys spending time at the beach, reading, cooking, and gathering with family and friends. Trying out new recipes and restaurants are among Erin’s favorite activities; she is always open to recommendations!

Professional Designations, Certifications, Registrations, and Licenses

• FINRA Series 7 securities registration
• FINRA Series 66 (Investment Advisor Representative) securities registration
• Chartered Retirement Planning Counselor ™, CRPC, College for Financial Planning
  
  

Education

• University of Rhode Island, Kingston, RI – B.A. in Business and Finance