Growing up in the beautiful Flathead Valley and 2005 alumni of the University of Montana, Erin started in financial services in 2008 and opened her own financial planning practice in 2017. She is a licensed insurance agent in Montana, a Financial Advisor having passed the Securities Series 7 and Series 66 exams and holds the Certified Plan Fiduciary Advisor designation to assist with ERISA retirement plans.
Erin is deeply committed to her community and currently serves as Board Treasurer of The Providence Montana Health Foundation, YWCA dinner volunteer, and Homeword financial skill building class volunteer speaker.
Outside of the office Erin pursues her passion for travel, loves all things outdoors with her family including their pet pig Petunia and attempts to replicate her grandmother's apple pie recipe.
Day 2 - Saturday May 18th
Finance and Small Business
As a small business owner, your to-do list is never-ending. From managing client experiences to handling employee schedules, there's always something that needs your attention. However, its important not to neglect your business finances. If you're unsure about how to manage your finances or whether to mix personal and business finances, our upcoming panel discussion is perfect for you. Our finance experts will cover a range of topics related to small business finance. Don't miss out on this opportunity to learn valuable financial tips and tricks for your small business. Join us for our panel discussion on small business finance.
Day 1 - Friday May 17th
Access a sneak preview of Beast Your Biz! the evening before with this networking event to kick-off the conference. We will have music, complimentary appetizers and a no-host bar while you mingle with speakers, panelists, sponsors and fellow attendees. This is a fabulous way to make personal contacts with entrepreneurs to help guide you on your way to success!