Erica Zambrano
Client Service Manager
Department: Client Service
Erica serves as a liaison between custodians, advisors, CPAs, and attorneys on behalf of the firm’s clients. She joined Modern Wealth when OFM Wealth became Modern Wealth Management in April 2025. Her responsibilities include client onboarding, establishing new accounts, account transfers, cash deposits/withdrawals, and Required Minimum Distributions.
Erica can manage anything that comes her way. She is excellent at prioritizing and keeping the advisors up to date on client matters. Erica is very compassionate and genuinely enjoys helping others. Clients know that they can count on her to get things done on their behalf. She has built relationships that will last a lifetime. Erica is excited to utilize Modern Wealth’s resources to provide even greater service to clients.
Erica has over 28 years of experience in the investment field and wealth management. Before joining OFM Wealth, she held similar roles with other investment firms.
Erica loves to travel and stays fit by working out, hiking, camping, dancing, and horseback riding.