About Adviserchick

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Meet Katelyn Erchick, the financial wizard with a touch of flair, steering the ship at AdvisErchick LLC. For over a decade, she honed her skills at Professional Planning Services under the watchful eye of Chris Lester, a seasoned veteran with three decades in the financial industry.

Katelyn's journey started in 2012 after snagging her Journalism and Media Studies degree from Rutgers University. Fast forward, and she's become Chris Lester's right-hand, juggling everything from marketing and health insurance to life insurance and business operations.

Licensed in Health and Life Insurance and registered as an Investment Advisor Representative in PA and NJ, Katelyn isn't just about numbers; she's your go-to for financial peace of mind. She even added the Certified Long Term Care designation (CLTC®) in 2023, ensuring she's got all the tricks up her sleeve for extended care planning.

But that's not all – she's not just a financial whiz; she's a Certified Digital Marketing Professional (CDMP®) and a Professional Certified Marketer (PCM). And just to spice things up, she grabbed the National Social Security Advisor (NSSA) certification on 1/11/24.

Beyond the financial realm, Katelyn's the proud mom of three little wonders, proving that you can balance spreadsheets and story-time like a boss.

Join Katelyn on the AdvisErchick journey – where financial planning can become less of a burden and more of an enjoyable process, and success is served with a side of personal care. 

* The National Social Security Advisor (NSSA) certification was obtained on 1/11/24 by completing eight hours of coursework, passing a certification exam. Certificate renewal requires sixteen hours of biennial continuing education and payment of a fee. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.