Principal, Private Client Advisor
Ms. Holt is a Private Client Advisor in our Reston, VA office. Erin works closely with our investment advisors to help clients navigate their complex financial lives by aligning their finances with their values. She utilizes a holistic approach to prioritizing goals, analyzing client situations, and develop a plan which is reviewed periodically to make sure clients are on track. She serves as a client’s financial quarterback by coordinating with her clients’ family members, outside advisors, and other members of their professional team. In addition to being a CERTIFIED FINANCIAL PLANNER® professional, Erin is a Chartered Special Needs Consultant (ChSNC®).
Prior to joining FLP, Erin was most recently a Wealth Management Advisor with AOG Wealth Management (AOG), where she worked for over seven years, including a brief summer internship during her college years.
Erin attended The George Washington University School of Business and was a member of the Division 1 varsity lacrosse team. She also received a Certificate in Financial Planning from Northwestern University. She volunteers for VeteransPlus through the Foundation of Financial Planning to provide pro bono financial advice for veterans and active military personnel.
BA, The George Washington University School of Business
Certificate in Financial Planning, Northwestern University
CERTIFIED FINANCIAL PLANNER®
Chartered Special Needs Consultant (ChSNC®)