Thank you for visiting

As of February 29, 2016, Erika concluded her private practice as a Certified Financial Planner.  It has been a wonderful career and Erika wishes her many clients the very best for the future.  Erika continues to maintain her designations and will continue to work on projects and assignments where she can use her knowledge and expertise to help others.

Life is wealth.  Plan to make the most of it.


Erika Penner, CFP, FICB, PRP, RRC, MFA, AFDS