Erin utilizes a holistic approach when working with clients to help them achieve their goals. She believes by spending time getting to know a client and their personal situation, she can be truly helpful in advising them on their investments and financial planning. Erin joined the Frontier Investment Group of BB&T Scott & Stringfellow in 2005 after graduating from Peace College in Raleigh, North Carolina, with a bachelor’s degree in business administration. During her senior year of college, she completed an internship in the firm’s Raleigh office.
The Frontier Investment Group is a high-performing advisory team that provides multi-generational family wealth management, investment advice and financial planning to a limited number of families, individuals and foundations. Our team’s comprehensive approach and focus on client relationships allows us to provide the right advice at the right time so we make a positive difference in the financial lives of our clients.
We listen carefully to our clients throughout the financial planning process to collaboratively develop a solution that is holistic, understandable and effective. Our network of BB&T partners, estate attorneys and CPAs enables us to incorporate credit solutions, insurance strategies, estate planning and tax minimization strategies. Our involvement with each generation of our client families has resulted in meaningful financial legacies and multi-generational wealth transfer.
In 2017, The Frontier Investment Group was recognized as the top advisory team from the Mid-Atlantic region of BB&T Scott & Stringfellow for partnering with BB&T to deliver credit solutions and insurance strategies.
Bachelor’s degree in business administration, Peace College, 2005
Passionate about serving the community, Erin currently serves on the Vintage Maymont Auction committee, the Virginia Home for Boys and Girls Band Together committee and the Greater Richmond SCAN progressive dinner committee. She previously served on the Maymont Foundation board for two years as the chair of the Dooley Noted society and the Associate board of the Children’s Museum of Richmond. Erin is also a past board member of the Junior League of Richmond and is currently a sustainer.
In her spare time, Erin enjoys traveling, volunteering, Barre classes and spending time with her husband, Kasey, and their son, Smith.