Erika Greeney
Finance + Legal Services
Details
About Us
I am a female focused advisor. For a number of reasons this is both a passion and a purpose. Here is my story; In 2021, shortly after I returned to work following the pandemic and being a stay-at-home mom to two young children, my eldest daughter Addison was diagnosed with leukemia. I faced the prospect of leaving the workforce for over two years, and financially, I just wasn’t prepared for that. Fortunately, with good support and health insurance, I was able to continue working. However, I met families who had to sell their homes and withdraw their retirement savings to cover care expenses and save their child. That’s why my purpose as a financial advisor is to help every woman, especially those who have overcome a personal crisis; take control of their finances and feel confident and secure about their future. What would it mean to you to have a standard for your financial life and a person who is passionately prepared to make your life come true? YOU are my purpose.
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