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portrait of Erin R Ulicki
FINANCIAL ADVISOR

Erin R Ulicki

300 Cottonwood Ave Ste 4, Hartland, WI 53029opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Erin

In our practice, we create a space where women and their loved ones feel heard, supported and confident in their financial decisions. We focus in working with accomplished, busy women who seek knowledgeable guidance while they focus on living their lives.

Alongside my branch office administrator, Sharon Tiffany, we serve decisive women and their families who value knowledgeable insight and financial freedom. Our personal experiences of balancing saving for the future with living in the present have shaped how we support our clients.

We start by understanding your values and aspirations, building a foundation of trust to guide you through life's unexpected...

Focus Areas

  • Retirement Savings Strategies
  • Divorce Finances
  • Wealth Strategies
  • LGBTQ+ Finances
  • Intergenerational Planning

Work History

  • Edward JonesAugust 2016 to Current

Education

  • Univ of Wisconsin - MadisonBachelors

Personal Interests

  • Canoeing
  • Hiking
  • Spending Time with Family

Team Members

  • Sharon Tiffany
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(262) 875-4586

Fax

(877) 516-2601

Office Address

300 Cottonwood Ave Ste 4
Hartland, WI 53029opens in a new window

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