Professional Experience

Erlind works closely with retirement plan participants, engaging and educating them so they feel confident in their financial decisions. He focuses on building strong, lasting relationships and developing comprehensive financial plans that align with each client’s unique goals and objectives.

With more than a decade of experience leading and scaling family-owned businesses, Erlind brings a unique perspective to his role. His entrepreneurial background allows him to connect with business owners and individuals alike, simplifying complex financial concepts into practical, personalized strategies.

Fun fact about Erlind: He's an amateur winemaker and coffee enthusiast!

Educational Background and Certifications

• University of Michigan, Ann Arbor, MI – Bachelor's Degrees in Economics and Political Science
• FINRA Series 7, 66, 31
• Chartered Retirement Planning Counselor™ (CRPC™)
• Accredited Portfolio Management Advisor™ (APMA®)
• Accredited Asset Management Specialist™ (AAMS®)
• State of Michigan – Life, Accident, Health, Variable Life and Variable Annuities