As a young adult, I knew that earning and saving was not enough to grow wealth. I sought professional advice from financial advisors, but my experiences left me feeling confused and frustrated. That's when I realized I had to learn this on my own.
This not only led me to a career as a financial advisor, but my purpose became clear: I needed to create an environment where women feel heard, appreciated and encouraged to take ownership of their financial life.
That's why so many of those referred to me are driven women. They have hustled their entire life building careers, saving and caring for others. But something has changed recently, and some don't know how their money will work in the future. It doesn't matter whether they have changed careers, are newly single or are retiring – they want a clear vision for how their money will work and to answer the same three concerns:
Have they saved enough?
Are they making the right financial decisions?
Can they afford their future?
My branch office administrator, Chelsea Boyce, is dedicated to providing the highest level of service possible and I work to create an intentional wealth strategy that gives each woman confidence in her financial decisions and a clear vision of her future. I build a balanced investment strategy to align with her vision and through our Intentional Women's Circle, we infuse our events with education and connection.
We aim for our clients to leave each conversation feeling energized and excited about their future. If you're ready to feel confident about your financial future, please call us: 262-875-4586.
- Retirement Savings Strategies
- Divorce Finances
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
Phone NumberErin R Ulicki at (262) 875-4586
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