As Executive Director of Planning, Erika Wood brings 18 years of experience in comprehensive financial planning and wealth management to her role as a senior wealth advisor and firm leader. She plays a key part in both client strategy and executive decision-making, helping guide the firm’s planning philosophy and ensuring alignment across departments. Erika works closely with the Planning and Executive Teams to deliver personalized, forward-thinking solutions that support long-term client success.
Erika lives in a suburb of Minneapolis with her husband and their three children. In her free time, she enjoys cooking, reading, and swimming.