Broker Check
Erin Neece, CFP®, CDFA®, CPWA® 

Erin Neece, CFP®, CDFA®, CPWA® 

Associate Wealth Advisor

A seasoned financial advisor, Erin holds CFP®, CPWA® (Certified Private Wealth Advisor), and CDFA® (Certified Divorce Financial Analyst) designations, as well as her Series 7 and Series 63 FINRA licenses. A 2007 graduate of Southern Methodist University with two Bachelor’s degrees, Erin began her career in the wealth management industry in 2005 as a portfolio analyst, working her way up to becoming a portfolio manager for high-net-worth individuals. Over time, her interests and passion for helping people led her to pursue a career providing more holistic financial guidance and incorporating advice beyond just investments. Erin views each financial plan as a puzzle, with its own set of challenges and unique situations.

Outside of the office, she and her husband Ryan spend time traveling the country in their RV, hiking around Boulder, CO, and camping in National Parks.

For Erin, the financial industry is also close to home. Her sister, Chelsea, is a Paraplanner at BFS Advisory Group, and her husband is a Financial Advisor.