Elizabeth Ericksen
< Back to Team
Elizabeth Ericksen is a Senior Registered Client Service Associate with a focus on helping clients manage their accounts and investment plans. Since entering the wealth management field in 2023, she has earned her Series 7 and Series 63 securities registrations. Elizabeth is committed to delivering clear, efficient service, from coordinating client meetings and reviewing financial strategies to handling operational tasks with precision.
Before joining the wealth management industry, Elizabeth had a successful career as an electrical engineer specializing in power distribution planning. She holds a Bachelor of Science in electrical engineering from the University of Nevada, Reno. Her engineering background gives her a unique, analytical perspective on investment planning.
Elizabeth is passionate about creating educational opportunities that help clients better understand their financial strategies. Outside of work, she enjoys rock climbing, hiking, camping, and beach volleyball. Whether helping clients or exploring new places like Angkor Wat, Cambodia, Elizabeth brings the same enthusiasm and dedication to everything she does.