Erin O’Brien

First Impressions Coordinator

Erin, our First Impressions Coordinator, strives to provide exceptional customer service and it shines through in every interaction. With years of experience in the financial industry, Erin seamlessly blends her knowledge with her genuine passion for client care.

Erin thrives on forging meaningful connections with our clients, working to understand their needs, and aims to provide unparalleled support every step of the way. Her enthusiasm is contagious, and she approaches each opportunity with a warm smile and unwavering commitment.

Beyond the office walls, Erin finds joy in exploring the world of thrifting and antiquing alongside her husband. This adventurous spirit extends into her professional life, where she continually seeks new ways to enhance the client experience.

With Erin at the forefront of our team, rest assured that your needs are in caring and capable hands.

 

10 Things You Didn’t Know About Erin
  1. Ankara, Turkey is Erin’s birthplace.
  2. Lucky, Duke, Kinder, Miles, and Conan are Erin’s five cats!
  3. Katie, Erin’s daughter, attends CSU, Sacramento.
  4. Erin and her husband Matt recently celebrated their 20-year wedding anniversary.
  5. As a child, Erin lived in Brindisi, Italy!
  6. Erin and Matt traveled to Kazakhstan to adopt their daughter, Katie.
  7. Donner Lake is Erin’s favorite place to vacation.
  8. Erin enjoys taking Pilates classes multiple times each week.
  9. Formula One Racing is often on the TV at Erin’s house.
  10. Grease is Erin’s favorite movie.

Contact Us

Email: ask@bulmanwealth.com

Northern California Office
3400 Douglas Blvd.
Suite 150
Roseville, CA 95661
Phone: 916-458-8199

Southern California Office
1 Better World Circle
Suite 230
Temecula, CA 92590
Phone: 951-699-1502
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Opinions expressed herein are solely those of Chris Bulman Inc. dba Bulman Wealth Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Chris Bulman Inc. dba Bulman Wealth Group an SEC Registered Investment Advisor. Insurance products and services offered through Chris Bulman Inc dba BWG Insurance Agency and Ameritas Life Insurance Corp. CA Insurance License #0M46922. Being registered as an investment adviser does not imply a certain level of skill or training.

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