Erika Ferris, CFP®

Erika Ferris, CFP® brings over 25 years of experience in the investment industry. She has specialized in retirement plans over the course of her career, with an added mix of financial planning and investment management for both individuals and corporate clients. Her expertise includes qualified and non-qualified plans, other employer-sponsored retirement plans, and IRAs. She is knowledgeable about fiduciary responsibilities, employee education on retirement benefits, and coordinating the delivery of these services.

Erika holds a Bachelor of Science degree in Accounting from Montana State University in Bozeman. A lifelong Montanan, she grew up on her family’s ranch on the plains of Eastern Montana. She spends her free time enjoying all that her “backyard” has to offer, particularly skiing with her daughter.