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Erin Juley

Erin Juley

Financial Services Team Associate

Erin joins her parents as the second generation of her family to work in financial services, with an emphasis on fee-based financial planning.  Erin played D1 collegiate volleyball at University of California, Long Beach and the University of Wisconsin-Madison. Following in the steps of her father, she graduated from the University of Wisconsin-Madison and a short time thereafter, began her career as the company Paraplanner.  This position widened her focus to the complete financial planning process, including portfolio management, risk assessment, and providing concierge service to the firm’s clients.  Erin is passionate about coaching others to achieve their personal, business, and financial goals.