Our Team

A native Lakelander, Erica is an alumnus of Harrison School of the Arts where she cultivated her love for music and musical theatre. This passion finds a new audience in her three children as she introduces them to the wonders of Broadway with favorites like Frozen and Wicked. Together with her husband Raul, their family embraces all Florida has to offer, such as kayaking, fishing, and hiking, when they’re not renovating their 1920s bungalow. As a testament to her adventurous spirit and love of food, Erica has even conquered the 5lb steak challenge at Texas Cattle Company.

Combining CPS’s values for service and philanthropy with her love and appreciation for her hometown community, Erica helped the CPS team launch CPS Cares—a 501(c)3 initiative aimed at uplifting those in need through collaboration with nonprofits. She has a passion for public education and serves as the PTO president at Philip O’Brien Elementary School, where she leads an annual school supply and uniform drive. Additionally, Erica serves on the board of the United Way of Central Florida (UWCF) as the Resource Development Chair, is the current Chair of the UWCF’s Women United, is the immediate past Chair of the UWCF’s Young Leaders Society, is a member of the Junior League of Greater Lakeland, and is a past Chair of EMERGE Lakeland. She also led the CPS team in setting fundraising records for Lakeland Volunteers in Medicine and successfully orchestrated a campaign as the UWCF’s Tribute Book Chair, raising over $100,000 for the Success by 6 program.

As Brand Director and Partner at CPS Investment Advisors, Erica is dedicated to enhancing the client experience. Drawing on more than 17 years of previous hospitality management experience and a Bachelor’s in business administration, she thrives in dynamic environments and oversees a wide range of operational areas, including strategic planning, marketing, and community outreach. She also spearheads event planning for all internal and external CPS events, including the Annual CPAlliance® Executive Roundtable, Mid-Year Economic Update, philanthropic fundraisers, and all client events.

Rachael, a twin and the youngest of eight, remembers a hectic yet happy childhood. Despite her many blessings, her younger years were not without struggle. The passing of her mother at age six profoundly influenced Rachael’s perspective on life and relationships. This loss taught her to focus on what brings joy and positivity, and to cherish each day rather than wasting it by dwelling on a bad yesterday. Grateful for every moment, Rachael is determined to live life to the fullest and treasure the ones she loves.

Outdoor adventures, especially those involving water, have always been a significant part of Rachael’s life. She loves camping, kayaking, and spending days at the beach with her family. In 2014, she married her husband Leo on her father’s dock at beautiful Lake Henderson, a place that holds special meaning for them. Together, they now have two wonderful children who share their love for adventure.

Rachael graduated from Southeastern University in 2009 with a Bachelor of Science degree. Her diverse professional experience includes roles in case management, banking and finance, and investments and wealth management. Through these experiences, Rachael developed a passion for helping others navigate the complexities of planning for their financial futures. She aims to educate and empower her clients, guiding them on their path to financial independence.

Currently, Rachael serves as the CPAlliance® Assistant Director at CPS Investment Advisors. In this role, she specializes in building an industry of trusted CPA Financial Planners, ensuring that clients receive the highest level of expertise and care. Rachael’s dedication to her work and commitment to her clients is driven by her desire to make a positive impact, reflecting her core values of gratitude, joy, and a zest for life.