Erin

Erin is a principal of Beacon Financial Strategies Corp. and serves as the firm’s tax and financial planning coordinator. A native of Sanford, North Carolina, she attended UNC Chapel Hill where she received her degree in Business Administration. Erin is a Certified Public Accountant and a Certified Financial Planner™ practitioner. Erin also holds the Personal Financial Specialist (PFS) designation from the AICPA, which is given to CPAs who specialize in the area of personal financial planning.

Erin works with clients in the areas of tax and overall financial planning. Erin’s specific areas of expertise are stock option planning and tax minimization strategies for executives, assisted living feasibility assessments and retirement planning.

Erin is a member of the North Carolina Association of Certified Public Accountants (NCACPA) and the American Institute of Certified Public Accountants. She is the former chair of the NCACPA Young CPA Cabinet and serves on the Financial Literacy Council. Erin has also previously served as Treasurer of the Greater Raleigh chapter of the National Association of Women Business Owners (NAWBO). In her free time, she enjoys reading, traveling, and spending time with her husband and daughters.

Giving personal financial planning advice requires both a broad technical knowledge base (tax, estate, insurance, investments, retirement, Social Security, etc.) and the ability to connect with individuals and families on a personal level to help them achieve their financial goals. I am energized by the partnership that I develop with clients over time as we make financial progress towards a common goal – my client’s financial success.

I have enjoyed being on the NC Association of CPAs Financial Literacy Council, having been a member since 2009. Financial literacy is such an important part of what we as advisors can offer to others. Sadly, many people lack the most basic level of financial knowledge. The financial literacy council has been instrumental in educating the public on important financial concepts and I have been thrilled to be a part of planning and implementing many different financial literacy initiatives.

When I applied to the business school at UNC Chapel-Hill as a sophomore, I wrote in my entrance essay that my career goal was to own an accounting firm. Upon graduation, I decided to work in a financial advisory firm, rather than taking the traditional accounting path. Starting my own firm was a natural progression given my passion for financial planning.

I think an outsider would be surprised to learn how very challenging my profession can be. Not only are there very complex and dynamic tax and financial planning rules to constantly learn, client personal circumstances also change and evolve over time.

In addition, working with clients as they navigate stressful and uncertain transitions in their lives (like job loss, death of a spouse, retirement, etc.) can be difficult. However, it is also very rewarding to utilize the financial planning process to provide people with peace of mind and reassurance during these periods. That is the part I love most!

My ideal “down day” would involve sleeping late, reading an interesting book and going on a long hike in a local park. I would wind down the day by eating a nice dinner out and taking in a good movie.

I am currently entrenched in the portion of my life where my weekend activities are focused on my two daughter’s activities. Most weekends, I can be found at one of the local soccer complexes cheering on my two young soccer enthusiasts.