Erika Ferris

With over 25 years of experience in the investment industry, Erika brings a wealth of expertise to the Wealth Consulting Group. Specializing in qualified retirement plan design, recordkeeping, and plan consulting for employers, she is well-versed in a variety of retirement plans, including qualified and non-qualified plans, SIMPLEs, and IRAs. Erika’s advisory experience has provided her with deep insight into the fiduciary responsibilities of retirement plans and the critical importance of delivering effective employee education.

As a Certified Financial Planner® professional, Erika understands how vital company retirement plans are in both attracting and retaining top talent. She recognizes these plans as a crucial element of an employee's long-term financial success. Erika's extensive financial planning background also includes working with high-net-worth individuals to create comprehensive financial plans tailored to their specific needs.

Erika holds a Bachelor of Science degree in Accounting from Montana State University in Bozeman. A lifelong Montanan, she grew up on her family’s ranch on the eastern plains and remains deeply connected to her roots. While she enjoys exploring new places, Erika most often spends time with her daughter, embracing all the outdoor activities that their “backyard” has to offer.