Pat Erickson

"Investment success is not a sprint, it's a marathon" - Pat Erickson

Pat's believes it is impossible to create a "road map" until we can clearly identify the destination. Her developed investment strategy is the result of more than 20 years of experience in a wide variety of market environments and economic changes. Preserving and protecting wealth is at the core of her investment philosophy.

Each client relationship is valued for its unique factors and circumstances and, as a result, each investment plan is specifically designed to accommodate the special nature of each client. Each and every investment plan is custom-designed, after a thorough examination of the specific needs, goals, tax issues and time frame of the investor. With an exceptionally broad array on non-proprietary investment solutions available, clients can be assured that investment vehicles are chosen for their appropriateness to each person's situation.

Pat began her investment experience in 1980 and has built her expertise in the areas of retirement planning and implementation, college funding, and financial planning for divorce. Pat advises professionals, corporate retirement plans, retirees and individuals on a customized range of investment planning and goal setting.

Pat attended the University of North Dakota and North Dakota State University . Growing up in North Dakota was an impactful experience and she is grateful for the values and culture of growing up in a small, close-knit community. Prior to joining Cascade in 1999, Pat was with Piper Jaffray for nineteen years.

Pat is actively involved in several non-profit organizations including the YWCA of Boulder County and the March of Dimes. She has also served on the Advisory Council of a regional corporate Foundation and serves in a volunteer capacity for Mercy Housing Southwest and the Muscular Dystrophy Association.

Her personal interests include her children and their spouses, three grandchildren, two dogs and one cat. She is an avid gardener, golfer, hiker, and snowshoe enthusiast. She especially likes to travel and enjoys it most when the entire family joins her.