5 /5 Eddy Burgess: Erin has been our financial advisor since her early days when she was with another firm (over 20 years ago)! We are fortunate to have Erin as our advisor. She handles everything, and , as we approach retirement age, she knows how to help us figure out a complicated picture that lies ahead. Please know that this review is from the bottom of my heart, and I know Erin will take care of your needs. Shes a 10 star to me!