Steven Erickson

Financial Advisor

Phone: (360) 309-5958

Mr. Erickson is the founder of Wealth Investment Services. He has been in the business since 2001. Mr. Erickson is highly experienced in Pepsico's pension plan, PERS (state retirement plan), and FERS (Federal pension plan). His 13 years in the Food and Beverage industry with Frito-Lay and Pepsi give him first-hand knowledge of their unique field.

As a full-service financial planner and investment advisor, he is experienced in total asset management. Areas covered include but are not limited to: investment planning, 1031 exchanges, estate planning, retirement planning, education planning, insurance planning, and income tax planning.

Prior to Wealth Investment Services, Mr. Erickson served as a Financial Advisor for Morgan Stanley Smith Barney. He holds a bachelor's degree in Marketing from Seattle Pacific University. Mr. Erickson is married with three children and resides in Washington State. He enjoys hiking, camping, family activities, and dancing with his wife.