Planning Development Coordinator
Erica works alongside the firm’s advisors supporting individual and business clients. She is working alongside the firm’s advisors supporting individual and business clients and facilitating short- and long-term financial planning. She is also helping clients advance their goals by empowering them to track savings and investments throughout their financial lives.
Prior to joining the firm, Erica worked in banking with First Interstate, and investment management with Frontier Asset Management. Her responsibilities included performance tracking, broker-dealer quarterly reporting, internal communications and project management oversight.
Erica earned her bachelor’s degree from Rocky Mountain College in Billings where she played collegiate golf. She and her husband have two beautiful daughters, Faith and Hope.
* Erica May is not registered with Osaic Wealth, Inc.