Denver Tech Center, Colorado Office
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Ericka helps clients bring greater clarity and confidence to their financial lives. She works to understand each client’s goals and concerns, then coordinates financial planning, investment management, and specialized expertise to support their needs through different life stages and milestones.
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She began her career at EP Wealth in client service, gaining experience with the operational details behind meeting client needs. She later worked in the firm’s Compliance department, helping monitor and develop policies supporting regulatory requirements and protecting clients and the firm. These experiences give her a broad perspective on client service and the systems supporting financial advice. Ericka earned a Bachelor of Science in Psychology from Regis University.
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Her approach recognizes that money is deeply personal. She brings respect, sensitivity, and care to client relationships, helping clients make informed decisions while feeling understood and supported throughout the planning process.
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Outside of work, Ericka enjoys live music and concerts, especially at Red Rocks. She also enjoys traveling and experiencing different cultures. In her spare time, she volunteers with a local food bank and other community-based nonprofit organizations.
Connect with Ericka
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