Partner, Retirement Plan Adviser
Erin has been an integral part of Phillips Financial since 2006, specializing in the implementation and management of qualified retirement plans. In her role, Erin acts as the primary point of contact for her 401(k) and 403(b) clients, effectively serving as the “quarterback” for all service-related inquiries and investment guidance. She collaborates closely with clients to design retirement plans that align with the unique needs and long-term objectives of both employers and employees. Erin is also dedicated to educating retirement plan participants, providing personalized guidance on the importance of saving for retirement and optimizing their plan benefits. Erin earned her Bachelor of Science degree in Business from Indiana University’s Kelley School of Business in 2003. She holds the Accredited Investment Fiduciary (AIF)* designation, equipping her with specialized knowledge to support plan sponsors in meeting their fiduciary responsibilities. Outside of her professional role, Erin values quality time with family and friends and enjoys watching her two daughters participate in dance, volleyball, track, and school activities.
*A designation from Fiduciary 360.