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 CERTIFIED FINANCIAL PLANNER™ professional. She also completed her Accredited Investment Fiduciary designation to provide more robust investment services. Most recently, she earned the Certified Exit Planning Advisor designation in order to provide more robust solutions to business owners of various industries.
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. Currently, she serves as Treasurer for Naperville Elderly Homes, a nonprofit committed to providing housing for senior citizens with low income.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.