Financial Planning Administrator
Erin initially interned with Pinnacle during college and, in 2021, Pinnacle was excited to welcome Erin back full-time as a Financial Planning Administrator in the Columbus office. Erin performs administrative duties for the Wealth Management Programs such as coordinating client meetings, creating client communication documents and maintaining client portals. She also supports the Wealth Management Department where needed. Erin is currently working toward her FPQP designation to become a Paraplanner to assist Pinnacle’s advisors.