Erin joins the KB Elliott Team with 10 years of previous financial & investment experience at Jackson National and Associated Bank. Her positions in the financial industry have helped many individuals through her roles as Registered Sales Assistant, Internal Wholesaler, National Sales Desk Director, and Director of Distribution Training & Development. From the time Erin was a young girl, she has wanted to help guide people on their financial path. She believes that when individuals have a financial plan and a sense of clarity, it frees them to live a much more independent and confident life. Erin’s dedication to customer experience and enhancing the lives of friends and family is a key driver to her success in the financial services industry. She specializes in listening well to understand her client’s needs, creating individualized solutions, and breaking down the complexities of navigating the financial world. This was clearly noted when she was promoted to the Director of Distribution Training and Development position with the responsibility of training and developing hundreds of wholesalers – enabling them to simplify complex topics for America’s retirees. She is eager to help her clients by making the right financial moves for their unique situations.
Erin majored in Finance at Illinois State University. She holds her Series 6, 7, 26, 63, and 65 licenses. Erin and her husband, Ryan, currently reside in Franklin, TN and enjoy frequent trips back to Peoria to engage with clients, family, and friends. In her free time, you can find Erin spending time with Ryan, their children Elsie & Declan, travelling, reading, exercising, trying to hide Amazon packages from her husband, walking their two dogs (Rosie & Millie), and attempting to keep her garden alive (although, the soil is MUCH better in Illinois).
Erin enjoys meeting new people and hearing their stories, she strives for clients to feel understood and confident that they are on the right path in pursuing the financially independent life they deserve. If you, your family, or friends have questions or need guidance – Erin is happy to meet in person, via ZOOM or over the phone to start the process. Erin is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Erin can be reached at erin@kbelliott.com