Get To Know Erin

Erin is the Director of Financial Planning, where she provides comprehensive strategic solutions to a wide range of clients, their families and their related entities.  Previously, Erin was Senior Wealth Counselor and Director of Client Experience at Versant Capital Management.  Earlier in her career, Erin served in a dual role as Manager of Investment Operations and Relationship Manager for GenSpring Family Offices.

Erin is a Certified Public Accountant®, a CERTIFIED FINANCIAL PLANNER™, a Personal Financial Specialist (PFS), an Accredited Estate Planner®, and a Chartered Advisor in Philanthropy ®.  She earned a Master of Taxation and Bachelor of Science in Accountancy and Computer Information Systems from the W.P. Carey School of Business, Arizona State University.  Erin is a member of the Financial Planning Association, the American Institute of CPAs (AICPA), the Arizona Society of Certified Public Accountants, and Central Arizona Estate Planning Council.

Erin has been a member of the planning committee for the Tax & Legal Seminar, sponsored by the Arizona Community Foundation and the Center for Jewish Philanthropy of Greater Phoenix, since 2012.  She is the Seminar Vice Chair in 2023 and will be the Seminar Chair in 2024 and 2025.

In 2023, Erin accepted a nomination to serve on the AICPA Personal Financial Planning (PFP) Executive Committee.  She will serve on the national committee for a three-year term.  Erin also became a member of the Business and Professionals Committee for the Center for Jewish Philanthropy of Greater Phoenix in 2023.

In 2021, Erin joined Fresh Start Women’s Foundation Auxiliary Board as a board member.  She also volunteers at Fresh Start Women’s Foundation, where she presents a financial planning program to help women in need become better educated about their finances and planning for the future.

Erin also served on the board of the Financial Planning Association of Greater Phoenix from 2015 to 2020.  She was President in 2019.

Erin was named one of “12 Millennials to Watch in 2019” by Az Business Magazine, and in 2017 was honored with the Personal Financial Planning (PFP) Standing Ovation award by the American Institute of CPAs (AICPA) for her contributions to personal financial planning.


MLB ballparks visited and counting


Concerts attended to date

What would you be doing if you were not in this field?

I would be a teacher.   My mom and sister are teachers, so it's always been a part of our family.   I love helping people learn.  This is probably why I'm so drawn to Next Generation Education and Family Governance because it allows me to bring out my teaching skills.

- Erin Itkoe, CPA, CFP®


Case study featured in the New England Journal of Medicine

Contact Us