Erica is a
graduate of Siena Heights
University with a bachelorís degree in Business Administration.
Erica has worked for Koehler Financial for over 14 years. Erica assists Mr. Koehler in day-to-day activities including developing
client portfolios, research, and providing customer service. On a
regular basis, she tracks account transfers and fund rollovers, in
addition to communicating account status to our clients. She is a
Registered Investment Advisor Associate.