Erin Jones
Wealth Planning Associate
As a Wealth Planning Associate, Erin takes a diversified, client-first approach, making sure that client needs are met and communication is always open. She helps to ensure that the advisors are fully informed on each individual client’s circumstances so that their investment plans can fully align with client goals.
Outside of work, Erin enjoys spending time in nature with her dog, finding hiking trails, walking paths, and parks. She also enjoys reading books of all genres. Erin received her Master’s degree from the University of Denver in Curriculum, Assessment, and Instruction for primary grades, where she focused on a background of culturally and linguistically diverse education.