Erin Monheim

Erin joined Kennedy Financial Services in March 2025 as Senior Relationship Manager and Strategic Partner Manager. With over 20 years of experience across investment management, investor relations, trust administration, and insurance, Erin is passionate about building relationships and helping people feel informed, supported, and confident in their decisions. Throughout her career, Erin has served as a trusted resource for clients, investors, and business partners, combining technical knowledge with a genuine commitment to service. Her diverse background allows her to understand the many moving pieces of a client's financial life while providing a personalized and seamless experience. Known for her responsiveness, attention to detail, and ability to connect with people, Erin enjoys creating lasting relationships and helping clients navigate both opportunities and challenges with confidence.