Client Services Associate
Erika graduated from the University of Florida with a degree in Finance and began her career in financial services in 2001. She joined Jax Wealth in 2020 as a Client Services Associate and assists our clients through the entire on-boarding process, including opening and maintaining new accounts, transfers, as well as ongoing 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 enjoys working with her JaxWealth team where our culture fosters a family-like atmosphere and encourages a work/life balance.
Erika enjoys spending time with her husband and their two daughters. Together, they enjoy being active, traveling, scuba diving and making memories as a family.