Who We Are

Erica loves mystery novels, but it’s no mystery why she loves working at GDS. Erica has been a part of the GDS team since its inception, and has worked in the financial services industry for nearly 20 years. The support she provides to both our clients and our team has made her an invaluable member of GDS. Erica manages a wide array of operational duties, including opening accounts, transferring funds and securities, as well as handling client service requests.

To Erica, the clients are the most important part of her job, and she strives to ensure that the needs of the clients are met as they pursue their financial goals. More than anything, Erica emphasizes that the client comes first at GDS. She is committed to exceeding clients’ expectations and providing a high level of service. Erica recognizes the importance of having a financial planner you can trust, and makes it a priority to fulfill the GDS mission of treating clients like family.

The importance of family is something that Erica emphasizes in both her professional and her personal life. Born and raised in Erie, Pennsylvania, Erica lived in Ohio while attending the Ohio State University before settling in Texas to be near family. She now lives in Flower Mound with her daughter, Madeline, and is grateful to live close to relatives. In her free time, Erica loves reading murder mysteries – if you have any recommendations, be sure to pass them along! You can also find her cheering on Madeline at her soccer and basketball games and spending time with her extended family.