Headshot of Erica

Erica Schaeffer

Director of Marketing & Reporting

Erica joined AOG Wealth Management in 2009 and today serves as Director of Marketing and Reporting. 

Erica maintains Firm and Fund reporting with Orion Systems. She also manages all aspects of the client service process.

Prior to joining AOG, Erica held various roles at Bank of America, CB Richard Ellis, and Regus, including Accountant, Sales and Operations Manager, as well as other management and supervisory roles.

She received her BBA in Accounting from Howard University.

Defined by the rules promulgated under the Securities Act of 1933. Individuals may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication.