Welcome Erika Roldan

We are excited to welcome Erika Roldan to our team. Erika serves as a Client Service Intern. She supports our client service and operations team with process reviews, documentation, along with daily tasks. She is passionate about assisting clients on their way to reach their financial goals and gets motivated by seeing them succeed. 

Erika is currently working toward earning her bachelor’s degree in finance at Florida International University. Originally born in Nashua, New Hampshire, Erika moved to South Florida with her family at a young age. In her free time, she enjoys spending time relaxing in nature, painting, or exploring new businesses and events in the area.  

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