Call Us Menu

Erin McCloskey, MBA, CFP®, CDFA®

Senior Financial Consultant

Back to Our People

Erin joined our Denver Matter team in March 2020. She has been in the financial services industry for her whole career, and specifically financial planning-focused for the past six years. Her most recent positions were as a Senior Wealth Manager at a Denver-area RIA and as a Portfolio Manager at First Western Trust. Erin’s wealth of experience along with her passion for helping people led her to the Senior Financial Consultant position at Matter.

Erin graduated from the University of Colorado with a degree in Financial Management. A lifelong learner, she has continued her education since then with an MBA from Regis University in Denver, earning the CFP® designation in 2017, and adding the CDFA® (Certified Divorce Financial Analyst) designation in 2020.

Erin’s passion for helping others extends beyond the workplace. She currently serves as co-chair of the Young Leadership Committee for the Rocky Mountain Juvenile Diabetes Research Foundation (JDRF), co-chair of the Empowerment Council of the Women’s Foundation of Colorado, and is on the Development Committee for the Women’s Foundation of Colorado. An avid cooking and baking enthusiast, she hosts monthly dinner parties where she makes a meal she’s never cooked before and invites different people over to join in building community and making connections. She also enjoys running (she has completed over 16 half marathons!), being outside, traveling, spending time with family and friends, and trying new things.

Our purpose is helping you fulfill yours.

Contact Us
Back to Top