Ericia Gray

Director of Compliance
Photograph of Ericia Gray

My Story

Coming soon…

How I’m expanding what’s possible with money

I live by the motto “Each one teach one.” I am educating my children, and children in the community, on the importance of implementing what I call the four relationship pillars to money – Invest, Save, Spend, and Charity. These are tools and skills I was never armed with growing up and my goal is to change the narrative for our youth.

Outside of work, my passions include

I am a wine enthusiast! Don’t let anyone tell you wine and kiddos aren’t an amazing ‘blend.’ I’ll add that doing anything outdoors (skiing, jogging, biking, etc.) with my family brings me joy. When I’m not working on creative ways to impact our community, corralling my two children, or refereeing over the cookie-jar, I can be found curled up by a roaring fire with a glass of Bordeaux watching a good “Black and White” classic film – heaven!

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Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

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