ERIN CAMPBELL, CPA/PFS, CFP®

Erin is a founder and principal of Beacon Financial Strategies Corp., where she serves as the firm’s tax and financial planning coordinator. A native of Sanford, North Carolina, she earned her degree in Business Administration from the University of North Carolina at Chapel Hill.

Erin is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), and holds the Personal Financial Specialist (PFS) designation awarded by the AICPA to CPAs with advanced expertise in personal financial planning.

With a career dedicated to guiding individuals and families through complex financial decisions, Erin specializes in tax-efficient strategies for executives and retirees. Her areas of expertise include stock option planning, tax minimization, and helping clients make optimized withdrawal decisions that align with both short- and long-term goals.

Erin is an active member of the North Carolina Association of Certified Public Accountants (NCACPA) and the American Institute of Certified Public Accountants (AICPA). She is a former chair of the NCACPA Young CPA Cabinet and has previously served on the NCACPA Financial Literacy Council.

Outside of work, Erin enjoys reading, traveling, cheering on the Carolina Hurricanes, and spending time with her husband and daughters.

Learn more about Erin in our Finance in a Flash podcast, Getting to Know Beacon’s Team: Erin Campbell.