Growing up with math games at the dinner table, Erin always knew she wanted to work with numbers. She decided on accounting when she was 14 after reading her first investment book. She pursued her dream with a Masters in Accounting from Utah State University (2019). Following college, Erin obtained her CPA (Certified Public Accountant), CFP (Certified Financial Planner), and CEP (Certified Estate Planner) licenses. She started her career in corporate accounting learning the power of money before being drawn to work more 1:1 with individuals, specifically helping business owners, foundations, and estates. She specializes in helping clients maximize Return on Life through tax, liability, and estate coordination. When not doing accounting Erin loves teaching ERISA Law at Utah State University, flying airplanes, and working the farm with her husband and daughter.
Erin Ames, CPA, CFP, CEP
Here’s How We Work Together
Schedule a Call
We’ll talk through your goals and financial pain points
Build a Custom Plan
We assess risk, tax strategy, and your business structure
Get Ongoing Support
We stay in touch year-round to keep everything on track