Ericka Herrera

Ericka Herrera

Ericka was a Doctor of Optometry and owned her own medical practice dealing with her patients in that field and handling health care compliance. She has been in the financial services industry since 2018. She is our compliance officer and heads up best practices for our team members and ensures the firm’s stays ahead of all regulatory changes. Ericka is a licensed advisor with a Series 65 registration and uses that understanding and perspective to advance the initiatives of our firm. She stays connected to her passion for helping people by participating in medical mission trips, giving back and positively impacting the lives and health of others.

Check the background of this investment professional on adviserinfo.sec.gov.
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