General Inquiry 800-658-9474
401(k) Employee Inquiry 800-716-3742
As the Chief Strategy Officer, Erica oversees and provides guidance to the Wealth Management team that serves high net-worth individuals and families whose complex financial needs demand unique and personalized solutions. In addition, she oversees the development and execution of corporate strategic initiatives.
Monday, September 28, 2026 | 11 am – 12 pm CST
Women are often caring for aging parents, children and family, simultaneously. But, caring for the people you love shouldn’t mean putting your own financial future on hold! Sign up for our first HerPoint webinar to learn financial steps to help you balance the needs of caring for your parents, your children and yourself.
Can’t attend live? Register to receive the replay.
Register Now