Erin Ortiz is an Investment Advisor Representative, Registered Broker/Dealer Representative and Insurance Agent. She has earned a Bachelor of Science degree in International Economics from the University of Arkansas in 1997. She began her career in the financial industry in 1996 and obtained her Life, Accidental & Health Insurance License, FINRA Series 7, Series 63 and Series 66.
Erin works closely with Jack and Eric in the daily management of portfolios and with Cheryl in the daily office management with an emphasis on compliance.
Erin enjoys spending time with her husband, Aaron and their two children. She is proud of her son serving in the United States Coast Guard. She is actively involved in Girl Scouts and ASL classes with her daughter. Erin loves watching her daughter in drama, cheer, tumbling and all of her music (drums/piano/guitar/singing). She is active in church and her sorority alumnae group here in Tyler, TX.
Erin is a Registered Representative of LaSalle St. Securities LLC and an Investment Advisor Representative of LaSalle St. Investment Advisors LLC.