Business Development Consultant
Erin McKee joined the firm in 2018 as Business Development Consultant. Since 2011 Erin has worked directly with affluent families and closely-held businesses, advising them on estate planning, corporate-owned life insurance and creating tax-advantaged income streams. She began her career at her family’s wealth management practice in 2002 and joined one of Canada’s top agencies, The Firstbrook Insurance Group in Toronto in 2011. Most recently, she owned and operated McKee Insurance Consulting, LLC, working closely with Canadian and American life insurance agents and their clients to evaluate the performance and sustainability of life insurance portfolios. Erin has a Bachelor of Arts degree from Wilfred Laurier University, with a focus in philosophy. She is a member of the Boston Estate Planning Council, The Commonwealth Institute, The Trusts and Estates Consortium and Association for Advanced Life Underwriters.