Erin E. Tackett

Erin Tackett is a founder and Principal of Tackett Wealth Management. She oversees the firm’s client service operations and compliance program and works directly with clients to support account administration, service requests, and ongoing communication.

Her role centers on the day-to-day client experience, helping ensure that relationships remain responsive, organized, and personally managed. Clients often work directly with Erin on operational matters, account coordination, and service-related questions, allowing communication to remain straightforward and consistent.

In addition to her client service responsibilities, Erin oversees the firm’s regulatory and compliance functions, including internal policies, documentation, and supervisory procedures. Her work helps support the integrity and operational structure of the advisory practice.

Before co-founding Tackett Wealth Management in 2009, Erin worked in financial services and client support roles, where she developed experience in client relationship management, operations, and administrative coordination.

Clients often appreciate Erin’s attention to detail, responsiveness, and personal familiarity with their accounts and service needs.

Outside of the office, Erin enjoys spending time with family.