Erin is the Senior Vice President of Financial Planning at Carson Group. She began her career in personal finance promptly after graduating college where she practiced as a financial planner in Milwaukee, Wisconsin. Erin developed a passion for helping people at a relatively young age, and the fulfillment of seeing a family achieve their financial goals led her to eventually own her own financial planning business in her late twenties.
Once strictly a direct-to-consumer fee comparison tool, the firm's new name is Pontera and it is serving advisors.
Many clients are still working and don’t have the ability to move assets, or the fees inside the 401(k) may be lower than the fees the client would pay outside of the plan.