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Erin is a principal of Beacon Financial Strategies Corp. and serves as the firm’s tax and financial planning coordinator. A native of Sanford, North Carolina, she attended UNC Chapel Hill where she received her degree in Business Administration. Erin is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ practitioner. Erin also holds the Personal Financial Specialist (PFS) designation from the AICPA, which is given to CPAs who specialize in the area of personal financial planning.

Erin works with clients in the areas of tax and overall financial planning. Erin’s specific areas of expertise are stock option planning and tax minimization strategies for executives, assisted living feasibility assessments and retirement planning.

Erin is a member of the North Carolina Association of Certified Public Accountants (NCACPA) and the American Institute of Certified Public Accountants. She is the former chair of the NCACPA Young CPA Cabinet and serves on the Financial Literacy Council. Erin has also previously served as Treasurer of the Greater Raleigh chapter of the National Association of Women Business Owners (NAWBO). In her free time, she enjoys reading, traveling, and spending time with her husband and daughters.