I feel extremely blessed to have a career that I can say I truly love. It's been a labor of love over the past 19 years that's resulted in clients who are also friends and sometimes even feel more like family to me. It's the best feeling to know I've helped people achieve their financial goals. That can mean different things, like retiring on time, maybe even a little early. Or, it could be watching as a child or grandchild graduates from college without the crushing burden of school debt.
I grew up near New Castle in the town of Cambridge City, where I graduated from Lincoln High School. I earned my bachelor's degree in business management from Indiana University and my MBA from Ball State University. I hold Series 7 and Series 63 securities registrations and the AAMS® designation from the College for Financial Planning.
In 2002, I relocated to New Castle to start my career with Edward Jones. My husband, Bob, and I have two children, Lauren and Scott. My family has a strong history with Edward Jones. My mother-in-law is a retired general partner and my husband, two sisters-in-law and brother-in-law are all financial advisors with the firm.
New Castle is a great place to raise a family and I'm so grateful to be involved in our community. My family attends First United Methodist Church where I have been involved with youth for years. I'm a member of the service organizations Tri Kappa and Saturday Club. I'm honored to serve as a trustee for the Henry County YMCA. I enjoy snow skiing, swimming, walking my two black labs, reading and spending time with family and friends.
Now that you know about me, I'd love to hear your story. I'd enjoy the opportunity to learn what's most important to you. The most successful partnership I have with my clients is working together to build a customized strategy (which often includes partnering with CPAs, attorneys and tax professionals) to achieve their financial goals. I look forward to talking to you soon!
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Phone NumberErika Gilman at (765) 529-8921
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