Elevating Money Stories with Women and Minorities

Historically, women and minorities have been left behind when it comes to building generational wealth.  Erica is part of a small percentage of female financial advisors and an even smaller percentage of Latina financial advisors.  After 11 years in education, Erica pivoted into financial planning to fill that gap and move minorities forward.  There is some catching up to do and Erica is here to help.

Everyone deserves access to financial education.  Starting the conversation is the first step.  Women and minorities have different stories that deserve to be heard and honored in a safe space. Your journey and your goals matter. They help guide Erica in building a path with individualized recommendations to get there.  You deserve the world.  Everyone does. 

It's your time! It's your turn! Just take the first step.

Erica with her boys.

Your Goals Matter

Holistic financial planning starts with your story.  I'll guide you through each step.  You want to feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

you goals matter

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Here are my areas of expertise

Financial Planning

Tax-Efficient Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Multigenerational Planning

Insurance Protection Strategies

Disability Planning

Estate Planning

Business Employee & Executive Benefits Planning

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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

The "F-Word" is not talked about in minority communities.  It is for a number of different reasons.  I know for my family, it was because we didn't have a lot of it.  It was from shame of not knowing the systems and just a lack of education.  This is why it's even a bigger deal to start these conversations.  We need to elevate our communities together, and getting comfortable being uncomfortable about these conversations is a fantastic start.