Mia Erickson has over twenty years experience in the wealth management industry, specializing in financial planning for corporate executives, business owners, and wealthy families. She counsels clients in all areas of financial planning focusing on retirement, estate, business succession, charitable, and compensation planning. Mia also provides strategic investment plans customized to the financial goals of her clients. Her passion for providing the best solutions and service for her clients is a top priority.
Before joining Whitnell, Mia was a Senior Financial Planner and Team Manager at Harris Bank. She also worked at Firstar Investments providing financial planning and investment services to her clientele.
Mia is a past Trustee of the Northwest Community Hospital Foundation Board and the Hospital’s Planned Gift Committee. In addition, she has served as a Director for the Giving Trust and Wellness Place.
Ms. Erickson has been actively involved in the Financial Planning Association (FPA) and has served as the Director of Membership for the Chicago Loop Council, Director of Career Development for FPA Illinois, Chairman of the FPA Chicago Internship Program for FPA Illinois, and a mentor for the FPA Residency Program.
She received her Bachelor’s degree in financial planning and counseling from Purdue University. She received her MBA degree in finance from Keller Graduate School of Management. She also holds the CFP® certification.
Discover The Team Behind Mia
Articles Written By Mia
- Do You Need A Financial Quarterback?
- What To Do During Market Volatility
- Plan, Process And Partner
- You Don’t Need A Financial Plan – You Need Financial Planning
- How Do I Retire With My Current Lifestyle?
- A Reflection Resource For The Holidays
- Will My Children Ever Be Truly Financially Independent?