portrait of John Erickson

About John

For over two decades, I have dedicated myself to improving the lives of investors and their families.

Consider how you approach completing a 1000-piece puzzle. What is the most important piece to begin with? I believe it is not the corner piece, but the picture on the box. Knowing where you want to end up is the most critical part of the journey.

In their financial life, I help business owners, executives and professionals paint that ideal scene, identify the pieces already in place and document a strategy to reach that final vision.

Early in life, my father instilled financial...

Focus Areas

  • Information Technology Professionals
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • College Savings

Work History

  • Edward JonesSeptember 2024 to Current
  • American FundsJuly 2004 to August 2024

Certifications

  • CIMA®

    Certified Investment Management Analyst®

Education

  • University of OregonBachelor of Science

Team Members

  • Kayla Lenamond
    Branch Office Administrator

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