Erin Monheim is the newest member of our team, joining us in March of 2025. With over 20 years of experience in insurance, trust administration, and investment management services, Erin served primarily as the first line of support for her clients and investors. She strives to provide an exceptional level of service and is ready to assist you with any of your questions, needs, or concerns. Erin and her husband Dave currently reside in the sunny state of Arizona along with their goofy Weimaraner, Sadie.