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Pat Erickson, Financial Advisor/Partner
"Investment success is not a sprint, it's a marathon" - Pat Erickson Pat believes it is impossible for us to create a road map
until we can clearly identify the destination. With more than 30 years of industry
experience in a wide variety of market environments and economic changes, she
offers the valuable tools of insight, discipline and objectivity. Preserving and protecting wealth is at the
core of her investment philosophy. She employs a thorough process, guiding individuals and
families with $2 million to $25 million of investable assets to identify and
quantify their values and goals. She
believes the scope of wealth management reaches beyond investment consulting
and incorporates the dynamics of tax planning, charitable giving, risk
management and estate reviews. Beginning her investment experience in 1980, Pat has built her
expertise in the areas of retirement planning and implementation, college
funding and financial planning for divorce.
She works closely with a team of experts in the advanced planning
process, encompassing wealth enhancement, wealth transfer and wealth
protection. These relationships are
managed through regular progress meetings. Pat attended the University of North Dakota and North Dakota
State University. Growing up in She is a recipient of the 2009 FIVE STAR: Best in Client
Satisfaction Wealth Manager Award, ranking her among the top 7% of wealth
managers in the Denver area. Pat is actively involved in several non-profit
organizations including the YWCA of Boulder County and has also served on the
advisory council of a regional corporate foundation. Her personal interests include her children and their spouses,
four grandchildren, and two dogs. She
is an avid reader, gardener, golfer, hiker and snowshoe enthusiast. She especially likes to travel and enjoys
it most when the entire family joins her.
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