Erin Flaherty is a seasoned financial expert with a passion for helping individuals, families, and businesses maximize their financial potential. With a career spanning over two decades, Erin has developed a unique approach to money management that combines practical experience with innovative strategies.

Her journey began as a mortgage loan officer and sales manager, where she honed her skills in understanding the intricacies of personal finance. In 2007, Erin's entrepreneurial spirit led her to establish her own bookkeeping company. Under her leadership, the company flourished, expanding to four nationwide franchised locations.

She has personally managed financials for hundreds of businesses and non-profits, gaining invaluable insights into diverse financial landscapes. This wealth of experience fuels her ability to provide tailored, effective solutions for clients across various sectors.

Partnering with her husband Kevin, a successful financial advisor who has guided hundreds of households in building and retaining wealth, Erin brings a comprehensive understanding of both personal and business finance to the table.

What sets Erin apart is her relentless curiosity and hands-on approach to financial management. Even in her spare time, she continually explores creative ways to save, invest, and reduce tax burdens – strategies she eagerly shares with clients.