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Erika Lotz

Erika Lotz

Associate + Paraplanner

Erika understands that a client is far more than collection of financial choices; each one represents a fully-rounded life with different goals, experiences, and passions. So she takes a holistic approach to financial planning, examining all facets of a client’s individual situation to create a comprehensive, future-focused plan. Erika wants her clients to feel heard and understood – and she also wants them to feel confident navigating their finances. To that end she enjoys getting to know each client and learning their unique story. Having studied philosophy at UCSB, she has a unique understanding of how a person’s beliefs impact their choices – and her experience in financial planning, tax preparation, and client service has helped her shape and refine that people-first strategy. A competitive Crossfitter for 7 years, she enjoys the challenge of turning weaknesses into strengths. And that passion pays dividends for her clients. But when she’s not helping clients achieve their goals, you’ll find her in the pool, on a bike, or on a running trail pursuing a new goal of her own – her first Triathlon.