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Current Employers
Root Financial Partners

801 Barton Springs Rd, Austin, TX 78704 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-10
TX RA APPROVED 2026-07-10
  • IL RA
    APPROVED
    Since 2026-07-10
  • TX RA
    APPROVED
    Since 2026-07-10

Branch Locations

Naperville, IL • United States

801 Barton Springs Rd, Austin, TX 78704 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boyne City Dental Boyne City MI 01/2016 12/2017
Crunch Vancouver WA 01/2018 12/2019
Smilewell Dental St. Louis MO 01/2020 12/2021
Elevate Billing Solutions West Warwick RI 01/2022 12/2022
Erin Talks Money Naperville IL 01/2021 Present
Superior Dental Partners Naperville IL 01/2022 Present
Root Financial Partners Austin TX 05/2026 Present
  • 01/2016 → 12/2017
    Boyne City Dental
    Boyne City, MI
  • 01/2018 → 12/2019
    Crunch
    Vancouver, WA
  • 01/2020 → 12/2021
    Smilewell Dental
    St. Louis, MO
  • 01/2022 → 12/2022
    Elevate Billing Solutions
    West Warwick, RI
  • 01/2021 → Present
    Erin Talks Money
    Naperville, IL
  • 01/2022 → Present
    Superior Dental Partners
    Naperville, IL
  • 05/2026 → Present
    Austin, TX
Other Businesses

Erin owns a YouTube channel called Erin Talks Money. She also owns a revenue cycle management company called Superior Dental Partners.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-10
  • S65 Uniform Investment Adviser Law Examination
    2026-07-10

View on SEC IAPD

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