Erin Lavigne

Erin Lavigne

Client Welcome Specialist
  • Carolina Family Estate Planning
  • 201 Commonwealth Ct #100 Cary, NC 27511
  • 919-443-3035

Introducing families to the prospect of planning an estate can be daunting, but Erin manages to make the process inviting and rewarding. Her natural thoughtfulness and fun spontaneity allow her to charm new clients, and she manages to do it all the way from New Mexico!

Erin grew up in Foreman, Arkansas before attending Southern Arkansas University, where she majored in Financial Planning and was part of the Alpha Sigma Alpha Sorority, Inc. Ever since meeting her husband, Clay, she has been traveling around the country, living in places like Troy, AL, and Sioux Falls, SD, all while pursuing a postgraduate degree at the Texas Woman's University.

Erin found her passion for estate planning while working as an intern at two different wealth management firms; she realized the thing that interested her the most was working with people on planning to protect their futures. Her willingness to adapt and be a team player ensures that new clients can rest easy and understand the steps needed to secure their estates.

In her free time, Erin is an outstanding baker and loves to play a few rounds of Scattergories with her husband, all while her dog, Ava, keeps the two company. She is also incredibly skilled at planning events and vacations, which will surely come in handy on her next trip overseas.