Erika Bateman joined Inspirion Wealth Advisors in September of 2014 and was named a Partner in December of 2021. A financial services professional since 2002, Erika started her career with Fifth Third Bank. She then spent 10 years in financial planning with Fidelity Investments, providing clients with comprehensive wealth planning.
She enjoys many aspects of her job, but is especially passionate about charitable planning and the impact it can have when there’s a well-executed gifting strategy.
A CERTIFIED FINANCIAL PLANNER™ professional, Erika received her BA from the University of South Carolina.
Helping a client put a financial plan together from top to bottom, and then seeing them through it.
The inability to control a panic-stricken market.
I love the personal environment we can offer our clients versus big broker dealers. Above all else, it’s refreshing to have the time and freedom to help make impactful changes for our clients.
I’m passionate about sticking to a plan and seeing it through.
Raise my kids, listen to music, throw a football.
A lawyer. I love a well-informed debate.
Running the Chicago Marathon.
