BFS Advisory Group congratulates team member Erin Neece on her remarkable achievement of becoming a Certified Private Wealth Advisor (CPWA). Erin rejoined the practice in 2022 as a specialist focused on unique financial planning opportunities and investment portfolio analysis. Already a CFP professional and a Certified Divorce Financial Analyst (CDFA) professional, the CPWA® certification augments Erin’s knowledge of complex matters that are integral to effective wealth management for high-net-worth individuals.
Erin shared her thoughts on why she wanted to pursue the CPWA® certification, and how she views it as part of her commitment to deliver expert advice to clients. “There are plenty of firms who provide financial planning or investment management services to their clients. I returned to BFS Advisory Group because the firm excels at designing strategy around the intersection between investments and a client’s financial plan – where tax planning, risk management, asset protection, charitable giving, and wealth transfer are all crucial elements in a client’s success. I find these crossroads fascinating, and the CPWA® certification takes a holistic, multidisciplinary approach to addressing all of these areas. With the tax and estate law changes on the horizon at the end of 2025, we are preparing scenarios and recommendations now for clients who will need to implement changes,” said Erin.
BFS Advisory Group provides comprehensive wealth management services, which have been designed for the needs of high-net-worth individuals, small business owners, and successful families who are still building their wealth. According to Debra Brennan Tagg, President of BFS Advisory Group, “Erin’s knowledge, experience, and - quite frankly – joy in her work are all focused on discovering the complete details of a client’s situation, and creating the most value for that individual or family’s particular circumstances and goals. We and our clients really benefit from having her on the team.”
Debra Brennan Tagg is a CERTIFIED FINANCIAL PLANNER™ Professional and the creator of the DBT360 Financial Plan, a proprietary program that helps her clients prioritize their goals, leverage their resources, and address their risks. She is the president of BFS Advisory Group and teaches the public and the financial services industry about the importance of values-based financial planning and investor education.