My career as a financial advisor stems from my history of serving and helping others. As a former U.S. Army Captain in Europe, I was among the first 100 Americans to serve in Operation Joint Endeavor, a peacekeeping mission in Bosnia. I became a financial advisor in 2004 to help investors grow and protect their wealth, while leaving a legacy for their families.
In addition to my military service and work as a financial advisor, I also worked to establish customer relationship management centers throughout Canada and the U.S. for corporate clients including UPS, Sprint and Microsoft. I graduated from Cornell University with a degree in business prior to starting my professional career.
In my role as an Edward Jones financial advisor, I greatly enjoy helping people reach their goals and pride myself on taking the time to educate my clients on their investment strategies. I particularly enjoy helping small business owners and women who are going through challenging life transitions, be it the death of a spouse, divorce or career change.
I have advised clients during different life stages, complex investment situations and ever-changing market conditions. My goal has been to help reduce my clients' stress around financial matters and to clarify their life goals.
My branch office administrator, Jacob Bailey, is an extension of the service experience that I provide to our clients. Making sure that our clients' needs are taken care of with respect and care is equally important to him.
On a personal note, my husband, Dominick, and I have two children: Aidan and Nadia. I enjoy travel and have visited over 50 countries.
Wherever you are on your financial journey, it's always beneficial to have a guide and an advocate. I'd be honored to be yours. Give us a call or stop by our office to get started.
- Retirement Savings Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- LGBT Finances
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
Phone NumberEricka K Marini at (425) 981-6110
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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