Erin assists with day-to-day administrative operations and the relationship management process. She also oversees annual client review scheduling and general office administration. She provides additional support to the advisors in onboarding new families to the practice, and with ongoing planning strategies including family and charitable gifting. Prior to the founding of Brandywine Oak Private Wealth, Erin served as the Senior Registered Client Associate on the wealth advisory team of Henley, Maconi, McGuire, Jackson & Associates at Merrill Lynch, which she joined in 2015.
She currently resides in Greenville, Delaware with her dog Sophie.