
Erica Nortman
My favorite part of anything is the before and after. Give me a complicated financial life and I’ll turn it into a plan you can actually follow. A pile of company stock, a business that owns your calendar, a retirement you’d like to stop second-guessing: I’ve seen them all. Mark finds the better way; I make sure it happens.
I grew up in Yachats, on the Oregon coast, in a family of gourmet cooks, and found this profession in a paperback copy of The Automatic Millionaire while living in Australia. Mark and I met at a big national firm, saw how that business worked, and started Capitol Family Office in 2011 to do it better. I run the firm, lead the planning, and run every planning meeting, so when something important comes up, you get me. Never met a to-do list I didn’t finish.
