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Meet Erica

My journey as a financial professional began in 2009 when I partnered with GWN Securities as my broker-dealer. I hold both securities and life, health, and variable annuity licenses. My passion lies in helping people plan for their financial future while developing long-term relationships. 

Independent

One of the things I love most about my work is that I am an independent financial professional. This independence allows me to offer solutions without quotas using a wide array of products tailored to meet each client's unique needs. Everyone is different, and learning how to adjust my approach to match my clients' personalities makes every day different and exciting.

Comprehensive Support

I have many resources behind me, from back-office support through my broker-dealer to internal representatives with investment management companies and Visionary Insurance Architects for your insurance needs. I am committed to working for you to find appropriate solutions, working towards a financial strategy that is robust and resilient.

Sarasota Roots

I was born and raised in Sarasota, FL, and after college, I moved to Denver, CO, where I spent 10 years. It was there that I met my husband, Kurtis, and we started our family. Eventually, we relocated back to Sarasota, where I love spending time with my family—whether it's playing soccer with my girls' and attending their games, going to the beach, or other outdoor adventures. I attend and serve at Grace Community Church in Lakewood Ranch, as my faith is my foundation and an integral part of my life.

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