Erin has been with ClearWay Wealth Management (now named LifeMap Wealth Management) since July 2018. She coordinates the firm’s operational activities, dealing with our broker/dealer and custodian LPL Financial as well as various investment and insurance companies. Erin prepares paperwork for client appointments and processes client service requests as needed. Erin maintains client information on our systems and is responsible for coordinating all activities related to client meetings and events. She also maintains the branch office compliance files and maintains office procedures.