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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.
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