Director of Operations / CCO
Erica entered the financial services industry in 2013 as an employee in the insurance business. It was there she obtained a foundation of knowledge about carrier nuances and procedures, as well as best practices when assisting clients. Prior to her career in financial services, Erica served as an instructor at Gaston College.
Erica graduated with honors from Belmont Abby College with a Bachelor of Arts and from Gaston College with an Associate of Arts degree, also with honors. She serves as a board member to the Ashbrook Foundation to help raise money for student scholarships and programs for Ashbrook High School in Gastonia, North Carolina. When not in the office, she can be found spending time with her family, which now includes her husband, three children, a son-in-law, one dog, and a pampered cat.
When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.
The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.
The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.
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