Erika graduated from the University of Florida with a degree in Finance and began her career in financial services in 2001. Erika is one of our talented Jax Wealth Client Services Managers and collaborates with our clients through the entire on-boarding process, including opening and maintaining new accounts, transfers, as well as ongoing client service, account administration, and problem solving.
Having a passion for serving others, Erika has a genuine desire to help clients pursue their investment and personal goals. She has enjoyed working with our clients and Jax Wealth team for 5+ years, where our culture fosters a family-like atmosphere and encourages a work/life balance.
Erika and her husband Michael enjoy traveling, working out, and cheering on their two daughters who race competitively as College & High School runners.