The team at BFS Advisory Group is thrilled to announce that Erin Neece, who led our Client Service team in 2017-2018, is returning to the BFS family as a specialist focused on unique financial planning opportunities and investment portfolio analysis.
Erin spent the past few years in client-serving roles at large national RIA firms, where she gained extensive experience and perspective that she’ll bring to her clients at BFS.
“I’m beyond excited to be back at home with BFS Advisory Group! Debra [Brennan Tagg]’s authenticity and passion have helped power my career, and her mentorship has shaped my purpose in working with clients over the years,” said Erin. “I believe wholeheartedly in BFS’ approach to delivering truly holistic, client-centered advice and guidance, and I’m happy to rejoin the team with an expanded set of planning knowledge.”
Already a CFP professional, Erin also recently became a Certified Divorce Financial Analyst (CDFA) professional.
Debra Brennan Tagg, President of BFS, echoed Erin’s enthusiasm about her return to the boutique firm. “When you care as much about building an exceptional team as you do about providing exceptional client service, there is nothing more thrilling than having a highly experienced team member return. Erin’s analytical abilities and focus on the client experience are extraordinary, and I am excited about working with her again. I expect to learn as much from her as I teach her, and I know our clients will benefit from having her on the team.”
Fun fact? Erin’s sister, Chelsea, is a paraplanner at BFS Advisory Group. Erin introduced her sister to the firm in 2017!
To learn more about the BFS Advisory Group team, click here.