Erin Wikstrom,

Erin began her career in the Financial Planning Residency Program at Raymond James, where she served as a case worker on complex Financial Plans for Advisors in the field. In 2011, she began serving clients throughout the country. To support her growing client base, she completed rigorous coursework to receive the prestigious certification as a CERTIFIED FINANCIAL PLANNER® professional.

Her practice focuses on strategic goal planning while incorporating tax efficient strategies. In 2016, Erin was formally invited to join The Doepel Group as a partner and the succession leader of her mother, Ruth Doepel. Together, as Doepel & Wikstrom Wealth Management, they diligently serve their clients with an emphasis on helping individuals live well throughout their careers, retirement, and beyond.

When Erin is not at the office, she enjoys spending time with her husband and four children. She supports Resurrection Church by teaching preschool class twice per month and translating for Spanish-speaking families at their monthly food pantry.

Erin Wikstrom of Doepel & Wikstrom Wealth Management was named on the 2025 Forbes Top Women Wealth Advisors Best-in-State list and 2025 Financial Planning Top 40 Regional Brokers Under 40

Financial Planning Top 40 Under 40 2025

† The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.

Each year Financial Planning ranks the highest-producing advisors in wealth management who are under 40. Over 370 candidates were considered and 40 were chosen to receive each list: the Top 40 Advisors Under 40 and the Top 40 Regional Advisors Under 40. Nominees for the rankings were 39 or younger as of Dec. 31, 2024, and were an employee working as a registered broker at a U.S. broker-dealer. Nominees must also have an acceptable compliance record, their T-12 production should be at least $1M, and custody of assets must be with the nominee’s firm of employment. Nominees’ information was confirmed with their employers. Production and AUM figures are as of Sept. 30, 2024. Time period upon which the rating is based is from Oct. 1, 2023, to Sept. 30, 2024, and was released on 2/18/2025. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Financial Planning is not affiliated with Raymond James. Please visit https://www.financial-planning.com/list/financial-plannings-top-40-under-40-regional-brokers-2025 for more info.