Our Team

A native Floridian, Erica is an alumna of Harrison School of the Arts, where she cultivated her love for music and musical theatre. Today, that passion has found a new audience in her three children as she introduces them to the magic of Broadway through favorites like Frozen and Wicked. Alongside her husband, Raul, their family enjoys making the most of life outdoors—whether kayaking, fishing, hiking, or tackling the latest project in their 1920s bungalow. A testament to her adventurous spirit (and impressive appetite), Erica has also claimed victory in several food-eating contests over the years, including a 5-pound steak challenge, a spaghetti-eating competition, and a Thanksgiving pumpkin pie contest.

As Brand Director and Partner at CPS Investment Advisors and Director of CPAlliance®, Erica brings more than 17 years of leadership experience to strategic planning, marketing and communications, relationship management, event strategy, and organizational growth. Her career has centered on bringing people, ideas, and resources together to create meaningful experiences and help organizations grow with intention.

Through CPAlliance®, Erica works closely with CPAs and CPA Financial Planners who are building and growing financial planning and wealth management services within their practices. She focuses on strengthening Member relationships, identifying opportunities to better support firms, developing educational and practice-management programming, and connecting Members with the people and resources available through the CPAlliance® network.

Erica also leads the strategy and execution behind CPAlliance® Member experiences, including the Annual CPAlliance® Executive Roundtable, Advisory Council meetings, retreats, educational programs, and other opportunities designed to encourage collaboration and the exchange of ideas among Member firms. Her background in marketing, operations, communications, and event strategy allows her to approach Member support from multiple perspectives—helping firms think not only about how they serve clients, but also how they communicate their value, strengthen their practices, and position themselves for continued growth.

At CPS Investment Advisors, Erica helps shape firm-wide strategy while overseeing marketing, communications, brand management, events, and community engagement. Her ability to move between big-picture strategy and execution has made her a resource for teams navigating growth, change, and new opportunities.

Service has always been central to Erica’s work. She helped launch CPS Cares, the firm’s 501(c)(3) charitable initiative, and has led fundraising and volunteer efforts benefiting nonprofits and schools throughout the communities CPS serves. She also remains actively involved with nonprofit and civic organizations, reflecting her belief that successful businesses have an equally important responsibility to invest in the communities around them.

Whether she is helping a CPAlliance® Member work through a new idea, bringing professionals together to learn from one another, building an event from the ground up, or finding a creative solution to an unexpected challenge, Erica brings energy, curiosity, and a relationship-first approach to everything she does.

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.