Erica Oatman

In by aly.hebdon@lplfinancial.com

Erica Oatman

Operations Associate


Erica Oatman

Operations Associate


About Erica Oatman

Erica Oatman is Summit Wealth’s Operations Associate, supporting the rhythm of our daily business activities. In this dynamic role, she exemplifies the client-first service that helps create positive interactions and exceptional personal attention for the families and individuals we support.

With over 15 years of experience previously supporting upper management within Wall Street’s investment banking industry, Erica approaches her work with endless enthusiasm and an unyielding passion for figuring out solutions to complex business matters.

She holds a BA in liberal arts with a minor in communications from the New School University. A New York City native, Erica and her husband once vacationed in California and decided to make a permanent move to raise their young daughters in the yearly sunshine. In her spare time, Erica keeps busy with her family exploring the numerous outdoor adventures and cultural events throughout Southern California.

Let's Talk!

As a prospective client, we invite you to schedule a complimentary discovery meeting in our offices to talk about your current situation and circumstances as well as your long-term objectives. Our initial meeting will focus on you, your family, and your aspirations. You’ll have an opportunity to interview us and find out why we may be a good fit for pursue your financial goals.
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