Financial Planning Support & Admin Specialist Helping you stay organized, confident, and connected every step of the way.
Meet Erin Daugherty
Financial Planning Support & Admin Specialist
Helping you stay organized, confident, and connected every step of the way.
At Sterling Edge Financial, we believe that great planning starts with great support—and that’s exactly what Erin brings to the table every day. As our Financial Planning Support & Admin Specialist, Erin is often the first voice you’ll hear when you reach out and the person who keeps everything running smoothly behind the scenes.
Erin plays a key role in making your experience seamless. From day one, she ensures your onboarding is clear, organized, and stress-free—whether that means opening new accounts, updating important information, or guiding you through the documents needed to begin your financial journey. Her attention to detail and friendly approach help clients feel confident and cared for from the very beginning.
Need help rolling over an old 401(k), looking for prior year tax documents, updating beneficiaries, or tracking your contributions? Erin is here for you. She provides ongoing support with account maintenance, distributions, transfers, and more—saving you time and removing the guesswork from everyday financial tasks. Have a pressing questions? Need to schedule a call or meeting because of an emergency? Erin can help.
She also helps clients using eMoney and the eMoney mobile app, our powerful financial planning platform. Erin helps clients securely upload and organize their financial data, making it easier for you and your advisor to provide personalized, actionable guidance based on the most accurate information.
Erin plays a key role in supporting our 401(k) plans at Sterling Edge Financial. She works closely with our advisors to help manage the day-to-day needs of each plan—assisting with tasks, answering questions, and coordinating with providers. Erin supports business owners, plan sponsors, and participants to ensure everything runs smoothly, stays compliant, and aligns with client goals and objectives. Her work helps our team deliver a clear, responsive, and reliable experience to every retirement plan client.
Originally from the suburbs of Philadelphia, Erin brings a strong sense of community and connection to everything she does. Her warmth, professionalism, and dedication make her an essential part of our team—and a valued partner in your financial planning journey.