Steven Erickson, Principal and Financial Advisor
Mr. Erickson is the principal of Wealth Investment Services. He has been in the business for over 11 years. Mr. Erickson is highly specialized 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 specializes in total asset management. Areas covered include but are not limited to: investment planning, 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 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.