CPA, Financial Planner
Erica Grant is an alumna of the University of North Texas with her Bachelor’s in accounting and Master of Science in tax research. She is a Certified Public Accountant and Investment Advisor Representative.
She began her career in New York City at a regional public accounting firm where she worked in tax compliance and acquired skills in auditing. There, Erica meticulously worked on tax provisions and complex corporate consolidated tax returns for a large international shipping company.
Erica joined the CWA team in 2011 and continuously displays her passion for education and personal growth through her active work as a 3to1 Foundation speaker, teaching and mentoring Dallas students the importance of proper money management.
“It’s important to me when developing a financial plan that it addresses the needs unique to my clients; a plan that will help business owners navigate their personal and business endeavors. Together we can create a tool that can impact their life in a very positive way.”
She spends her free time outdoors and with friends and family, including her eight nieces and nephews. She enjoys exploring the beauty of nature as well as live music.