Erica Richard is a wealth client service professional based in Houston, Texas.

Erica joined CAPTRUST in 2024 from Wealth Covenant Group and manages the administrative aspects of investment client accounts. She handles client inquiries, correspondence, and requests—ensuring effective communication with all clients. Her role also includes overseeing transaction processing, making sure that all follow-up procedures are meticulously executed for each client.

Erica’s career has been marked by a series of progressively responsible roles. Erica joined Wealth Covenant Group in 2019, where she served as director of client services and operations. Previously, she served as a client operations manager at AltruVista, where she honed her skills in client management and operational efficiency. Prior to that, she was an annuity case manager at InsurMark, where she developed her expertise in managing annuity cases and client relations.

Erica’s career began with her service as a supply chain manager for the U.S. Air Force Service. Her time in the Air Force instilled in her a strong sense of discipline, integrity, and commitment to excellence, qualities that she has carried into her civilian career.

Beyond her professional life, Erica enjoys spending quality time with her husband, Shane, and their two sons, Brayden and Carson. She has a passion for sports—both watching and playing—and enjoys running, traveling, spending time with friends, and attending church.