Erin Steele brings an impressive background in administrative support to her role as the newest Client Associate at Tri-Oak Private Wealth Management. With experience in both the real estate and financial services industries, Erin is proficient when streamlining operations for advisors and clients alike.
With a proactive approach, communication, and teamwork, Erin coordinates the many moving pieces of the client onboarding process to create a seamless experience for everyone involved. Clients recognize her passion for connecting on a deeper level, helping to establish strong interpersonal relationships with them.
Erin’s heart for other people extends beyond her work at Tri-Oak. She is committed to giving back to the community and spends much of her free time volunteering at several organizations. Outside of that, Erin enjoys traveling, reading, and spending time with her family!