Erika Lucznyski

“We are partners in your goals, and stakeholders in your life.”

Determined, passionate and adaptable, Erika’s passion is client advocacy. Whether it’s collaborating with a client’s Estate Attorney or working on their behalf with an outside institution, Erika takes pride in helping clients find solutions and simplifying their financial lives as a Client Relationship Manager.

Within her role, Erika is an integral part of new client onboarding and coordination, and often manages the execution of life event-related matters. She works closely with Estate Attorneys in managing clients’ trusts and is also involved in the implementation and coordination of clients’ charitable gifting efforts. More recently, she has taken on an increasingly comprehensive planning role after obtaining her CERTIFIED FINANCIAL PLANNER^TM certification in 2020.

Erika began her career in the finance industry in 2007 with Wells Fargo’s Mutual Fund division. After several years on this side of the business and having collaborated with hundreds of financial advisors across the country, she started to get a taste for the planning and wealth management side of things, and officially joined The Sedoric Group in 2014.

Outside The Sedoric Group, Erika is a fitness and health enthusiast, aspiring cook, and lover of wine. Erika and her partner Brendan reside in Rye, NH with their daughter Logan, and Jack, the cat.