Erica Eros, AIF®, CRPS®

Wealth Advisor Assistant

If there is a person who defines “local” within our team, Erica takes the title.  She grew up in the Ann Arbor area, went to school in the area, and her family now resides in the area.  She loves being involved in her community via the Habitat for Humanity and the Ronald McDonald House.

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Erica brings a wealth of client support experience in serving clients and advisors to Legacy Wealth Partners. 

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For the past seven (7) years, Erica has focused on wealth advisory and financial planning support for numerous wealth advisors and their clients within the Wealth Planning Department at Sigma Financial.  She also took the initiative to get her Series 7 license, her Accredited Investment Fiduciary (AIF®), and Certified Retirement Plan Specialist (CRPS®) certifications. 

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Her career started out at Citi during the mortgage boom and she advanced quite rapidly within that organization.  Her ability to see a problem and develop a solution was often rewarded.

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In her spare time, you can find Erica enjoying time with her husband and daughter.  Family is a big focus and that is what also makes her a great fit to work with us here at Legacy Wealth Partners, where Your Legacy, is Our Focus.