About

Hello! My name is Erica McAlister and I have been an advisor since March 2023, helping Clients navigate their financial journeys. While new to advising, I have years of business experience as an entrepreneur. Previously, I owned and operated a successful window cleaning franchise with College Pro for three years.

Through my experience as an advisor, I came to understand the importance of financial education and knowledge. I saw firsthand how having a plan for your money can lead to greater peace of mind and long-term success. My approach is focused on making complex financial concepts understandable and actionable.

More than managing portfolios, I feel my role is to be a trusted partner for Clients. I want to help people gain confidence in their finances and feel in control of their financial futures. Seeing the positive impact of financial literacy is what drives me in this work every day. I look forward to speaking with you about how I can support you on your financial journey.