Director of Operations
Chief Compliance Officer
Erika is a dynamic, results-focused operations leader who offers over 23 years of experience. She is a proven success with operations and compliance experience serving over 900 families across the country and more than $300 million in assets.
Erika’s attention to detail and client care are the heart of our practice. She is an expert in custodial technology, oversight and procedure. She is truly an asset to our firm and our clients.
Erika grew up in Northern California, in a small college town. She played flute in school band and piano. She moved to Southern California in 1998 to start a new career path in the financial industry. Erika currently lives in Hollywood with her husband. In her free time, she enjoys hiking, listening to music, exploring Los Angeles, cooking and spending time outdoors.
Why are you here?
To bring organization, thoughtfulness and great intention in all areas of my life. I pride myself in the type of client service and follow through that I provide. I hope to always make a positive impact in all that I do. Helping clients feel confident and comfortable is something that always brings a huge sense of accomplishment to me.
What quality of yours makes you best suited for what you do?
I’m extremely organized and thoughtful in all that I do.
What makes you great at your job?
I have worked in an administrative and operational roll since I was about 14 years old. I have been in the financial industry for 20 years and have worked in both large and small firms. I believe that being empathetic, thoughtful and respectful to all clients is a key component to being successful in client service.
What are you trying to do better?
To learn to accept that I can’t be everything to everyone. It bums me out when someone isn’t happy with me or something I did, whether it’s personal or professional. I have always been someone who tries to help everyone and because that doesn’t always work out, I have to learn that I did my best and that’s all I can ask for.
What keeps you up at night, during the week?
Unfortunately, insomnia quite often. But I do have a brain that tends to think too much at night. Not about anything in particular, just what might be going on in my life at the time. I keep a notepad by the bed for the great ideas that pop up too.
What gets you up in the morning, on the weekends?
Getting to spend time with my husband. He works long hours during the week, so our weekends are our fun time. We love to spend time outdoors, riding bikes, hiking or just enjoying nature.
What makes you proud about GDP, inc.?
I feel very grateful for the opportunity to build and grow with GDP, Inc and how much faith Scott and Gabe have in me. Scott and I had been friends for years before I finally joined the firm in 2012, I finally felt like I was home. We have amazing, kind clients that truly feel like part of our family. I love the fact that we continue to grow and strengthen the existing bonds we have with long-time clients while bringing new clients into the GDP family and getting to know them. The collaboration that we share as a team is something I cherish and look forward to each week.
What do you think makes customers happy?
Feeling heard, cared for and understood. Money is something everyone feels very emotional about. When I can make a customer feel less stress, or give more clarity about a particular topic, it makes their lives easier and also provides some comfort.
What personal accomplishments are you most proud of?
Surviving breast cancer when I was 28 years old. Losing over 100 pounds, with no quick fixes just real work and making health the first priority in my life. Passing exams for 4 securities licenses in a small amount of time, while working a full-time job in order to excel in my financial career. Sharing a fulfilling life with my husband, Chris, and continuing to grow as a person because of it.
What’s one thing we should know about you?
I love music, of all genres. I can’t remember a time that music wasn’t somehow heavily involved in my life. My husband and I go to as many live musical performances as possible and always playing music. Los Angeles has so much to offer and I feel so grateful for that.