Erin Palm

Client Experience Coordinator

As the Client Experience Coordinator, I play a key role in ensuring each client’s journey is smooth and welcoming from day one. From onboarding new clients and gathering important documentation to scheduling meetings and opening new accounts, I focus on creating a seamless and organized experience at every step.

Outside the office, you’ll likely find me enjoying the outdoors, crafting something creative, or relaxing with my two cats and dog. I’m also an avid true crime enthusiast and love diving into the latest documentaries and podcasts.