Client Services Admin
Aldrich Wealth LP
- Individual Client Services
- Client Data Management
Erika joined the Aldrich Wealth team in 2018 as an administrative specialist for client services. She splits her time between Aldrich Wealth and Aldrich Services, where she provides support for tax services. In her current role for Aldrich Wealth, Erika focuses on client contact information changes, coordinating meeting and proposal materials for clients and managing and maintaining client data. Erika is also heavily involved with various in-office projects supporting advisors and the client services team.
Prior to Aldrich, she worked in multiple administrative positions while completing her degree at Willamette University. She was initially introduced to financial services while working on a project engagement with Summit Wealth Management.
Erika received her Bachelor of Arts in Psychology with a double minor in Spanish and Art History from Willamette University in 2017.
Outside of Aldrich, she’s an avid classic movie fan and TCM Backlot member who enjoys extracurricular studies at Portland Community College, group bible study, various sports and hobbies such as hiking, tennis, baking and playing the piano.