Erika Mutch enjoys building strong relationships with her clients and understanding their financial and personal lives. Every client has a personal relationship with money, and understanding that relationship can identify their priorities and shape their financial future.

Erika most enjoys helping her clients plan their retirement. She appreciates maintaining open communication with them, answering their questions about when they can retire, and defining what success means to them.

She uses interactive software to walk her clients through different real-time scenarios. They can plug in their needs, wants, and wishes and see their funds grow. They can also see the impact if they plan to make a significant financial decision. This visualization leaves them comfortable with their decision because they see the outcome.

Erika is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with a B.S. in Exercise Science from the State University of New York at Fredonia.

Erika lives with her family in Chardon, Ohio, and loves raising and watching her two daughters grow. She enjoys being outdoors.