Erica Momany

Erica is a graduate of Siena Heights University with a bachelor’s degree in Business Administration.  Erica has worked for Koehler Financial for over 14 years.  Erica assists Mr. Koehler in day-to-day activities including developing client portfolios, research, and providing customer service. On a regular basis, she tracks account transfers and fund rollovers, in addition to communicating account status to our clients. She is a Registered Investment Advisor Associate. 

 Back to Executive Management Team

 

Registered Investment Advisor Associate
Email