Erin Itkoe, CFP®, CPA®/PFS
Director of Client Experience
Senior Wealth Counselor
As a senior wealth manager, Erin provides comprehensive strategic solutions to a wide range of clients including high net worth individuals, their families and their related entities. She is a member of Versant’s Investment Committee and specializes in various aspects of wealth management, including investments, cash flow planning, estate planning, tax planning and consulting, family governance, and philanthropy. She has a passion for being hands on to help clients navigate the complexities of managing and preserving wealth.
In her role as director of client experience, Erin helps to develops opportunities to enhance the advisor-client relationship by continually improving the firm’s efforts anywhere we interact with our clients. In addition, Erin spearheads Versant’s robust paid internship program, which offers in-depth, hands-on experience to students from ASU’s School of Business.
Prior to joining Versant, Erin served in a dual role as Manager of Investment Operations and Relationship Manager for GenSpring Family Offices (formerly Inlign Wealth Management). She’s an Arizona native and a graduate of Arizona State University with a degree in business.
Erin is a Certified Public Accountant®, a CERTIFIED FINANCIAL PLANNER™, and a Personal Financial Specialist. She is on the board of the Financial Planning Association of Greater Phoenix where she is President-Elect (2018) and will serve as President in 2019, as well as a member of the Executive Committee. As the new FPA president, Erin will guide the organization’s strategic direction, which she is currently involved in setting. Erin served as the FPA’s treasurer from 2015 to 2017, while also a member of the executive committee.
Erin is a member of the planning committee for the Tax & Legal Seminar, sponsored by the Jewish Community Foundation, the American Institute of CPAs, the Arizona Society of Certified Public Accountants, and the Central Arizona Estate Planning Council.
In 2017 Erin was honored with the Personal Financial Planning (PFP) Standing Ovation award by the American Institute of CPAs (AICPA) for her contributions to personal financial planning. The Standing Ovation program recognizes young CPAs who exhibit outstanding professional achievement in specialization areas.
Erin volunteers at Fresh Start Women’s Foundation, collaborating with other volunteers where she presents a financial planning program to help women in need get back on their feet and become better educated about their finances and planning for the future.
Erin enjoys spending time with her family and friends, traveling, and is an avid theater, concert, and sporting events attendee.