Erin is a Client Service Manager for the Trust Services group at First National Bank Wealth Management. She is responsible for the administration of trusts, estates, conservatorships, agencies and investment management accounts. Her client segment includes high net worth individuals who require investment and trust services.
Erin joined First National Bank in 2010 serving as a Supervisor at the Bank’s La Vista branch and joined the Bank’s trust services group in 2014.
Erin earned her Bachelor of Science degree in Business Administration with an emphasis in Banking & Finance and Investment Science & Portfolio Management from the University of Nebraska at Omaha.
When not serving clients, Erin likes spending time with family and staying active. Whether it’s taking a fitness class at The Barre Code or partaking in various activities at her family’s lake house, Erin is always ready for an adventure. One of her most memorable moments was her honeymoon excursion where Erin and her husband went zip-lining through forests, rappelling into and then snorkeling in a cave. She’s already thinking about planning her next adventure to the huge seaside city in Brazil, Rio de Janeiro.
Erin is never too busy to help her community and can be found volunteering through various activities at her parish.
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.
Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.
Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE
FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.