Erika Lotz

Tax & Client Services Associate


BA Political Science, UC Santa Barbara
Series 7 and 66




Erika graduated from UCSB in 2014 where she was first introduced to the world of financial planning during an exciting internship. She spent four years as the financial planner for a practice with high net worth individuals. She is using her previous experience to assist with tax preparation and planning while working with the financial planning team to help their clients feel confident in the financial security. She enjoys building relationships with individual clients and making their financial lives easier.

Core Beliefs in Serving Clients

I believe that every client has a unique situation that needs individualized support.

Contact Info