About the Founder

Meet Erin Zylka, CFP®, AIF®, MBA

Erin has served as a financial advisor, with clients from across the Midwest, since 2009. She discovered her passion for serving those who have recently experienced major life changes, but may not have had the confidence they needed to enter into the next phase alone. Many of her clients become more acutely aware of what they are capable of achieving through financial independence and long-term wealth planning. The steps involved in the planning process Erin utilizes create clarity from a new perspective in wealth management.

Most clients who seek advice from Erin have recently been through one of the following significant life changes:

Erin Zylka, CFP®, AIF®, MBA
Founder, President

Loss of a spouse or loved one


Job/career change

Sale of a business


Family and relationship changes

Caregiving for aging parents

After graduating magna cum laude from The University of Toledo with her Master’s in Business Administration, Erin’s desire to provide wealth management in a fiduciary manner led to her first attaining her Accredited Investment Fiduciary (AIF®) designation, then her Certified Financial Planning (CFP®) designation.

Erin recently served a full term as the president of a local rotary club, is an active member of, and volunteers regularly for, her church, and donates her time to serve on boards for multiple agencies that advocate for the homeless and victims of domestic violence.

Request Information

Contact Us