Being one of the first voices to greet individuals at DayMark Wealth Partners, Erica is helpful and listens closely to requests and questions. She takes ownership of client needs, delivering a consistent experience because she cares.
As Director – Client Relations for the team, her responsibilities include ensuring that every client receives dedicated and concierge-level service, coordinating all functions, scheduling and assisting with client requests with a highly personalized touch. Her strengths lie in developing strong relationships with her clients and finding service solutions to meet their needs. She has more than 25 years of experience in the financial and planning industry, including knowledge in the complex areas of estate, trust and employee stock options that enhance the services that we provide.
Erica has been working with members of the DayMark team since 2003 and is an integral contributor to solutions, service and morale. She holds her series 7, 63 and 65 securities registrations, as well as her life, health and variable annuity insurance licenses.
While not in the office, you may find Erica at home working in her yard or enjoying her passion for baking and refurbishing antique furniture. Being an outdoor enthusiast, you may also find her out and about the country hiking. Erica and her husband Robert live in Union, KY and have three children, ages 26, 23 and 17, as well as two very pampered dogs.