Client Service Associate
“Coming from a large corporation, I really appreciate how personal and client-focused Shorepoint’s workplace culture is. We spend a lot of time learning about each one of our clients on a deeper level, and that makes my day-to-day work so meaningful and rewarding.”
Erica joined Shorepoint Capital Partners in 2017. She is responsible for providing administrative and operational support for the firm. She works with our clients, responding to their requests and account inquiries.
Erica has over five years of customer service experience. Prior to Shorepoint, she was a fitness professional at Lifetime Athletic.
A summa cum laude graduate of Bridgewater State University with a B.S. in Exercise Science, Erica was also co-captain of the BSU Women’s Soccer Team.
Erica is currently enrolled in the CFP® program through Bryant University.
Erica lives in Foxboro, MA, with her dog Stella. She enjoys spending her free time with family and friends, and being active. She describes herself as a “huge animal lover.”