Erin Doepel bio image.

Erin Wikstrom,

CFP®, AIF® Financial Advisor

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. Most recently, she attained the Accredited Investment Fiduciary designation.

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 Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.