Jeremiah J. Erickson, CFP®

Financial Planning Director

Jeremiah is passionate about seeing his clients achieve their life’s goals.  He loves helping his clients find creative solutions to the challenges they face.  He is holistic in his approach as he helps clients integrate their retirement strategies with investment management, tax, estate, and risk management planning.

He has an MBA in Finance from the University of Colorado and a Certificate in Financial Planning from Boston University. He has been working in Financial Services since 2010.  In his previous career, he held various HR and Management positions for Fortune 500 companies.

Jeremiah is very active in his community. He is currently serving on the Board of Directors, and is past President, of the Financial Planning Association of Southern Colorado.  He is the founder of and current member of the Community Engagement Team for Integrity Companies.  For six years he served as the Treasurer of the Human Trafficking Task Force of Southern Colorado, a group aimed at eradicating modern day slavery.  He has also served on his neighborhood’s POA board in Walden Preserve, he founded the UCCS MBA Student Association, and served on multiple advisory committees at CSU Ft. Collins.

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