Bio Erin Wood, CFP, CRPC

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Erin Wood, CFP®, CRPC®

Vice President, Wealth Planning, Carson Group


Erin Wood began her career in personal finance promptly after college as a financial planner in Milwaukee, Wis. She developed a passion for helping people at a relatively young age, and the fulfillment of seeing a family achieve their financial goals led Erin to eventually own her own financial planning business in her late 20s. Being a local girl at heart, Erin sold her practice and moved back to Omaha so she could be closer to family, and so she could help people from the community that shaped who she is.

She became a Private Client Adviser for a regional firm where she was quickly asked to create and lead her own financial planning team. The success in this venture, along with her continued passion for helping others, led Erin to her career with Carson.

Erin graduated from Northwest Missouri State University in 2002 with a B.S. in Communications and Finance. She holds a Certified Financial Planner designation, as well as the Chartered Retirement Planning Counselor designation.

Latest Features

Building Wealth
February 2020

How to Check Your Financial Baggage for the New Year

If you're already faltering on your financial New Year’s resolutions, here's a way to get to the root of the problem and learn a little about yourself along the way.

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Building Wealth
December 2019

Give Story – Not Stuff – for the Holidays

Your financial plan is about more than making money and getting stuff. It's built around your values, goals and relationships. Shouldn't your gift-giving be the same way?

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Building Wealth
November 2019

Wealth Shame: When Wealth Changes Your Life (and Not Everyone Else's)

Defined as a real or perceived distance when you make more money than your family or community of origin, wealth shame can be a painful transition.

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Building Wealth
September 2019

Youth Sports Vs. College Costs – What's a Parent to Do?

In a word: prioritize. Work with your child to find what is most meaningful and what makes the most sense. Then concentrate your budget dollars accordingly. My tried-and-true postcard test can help.

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Building Wealth
July 2019

To Define Your Retirement Goals, Take the Postcard Test

You've got to really know yourself to understand what's important to you, where you're going and how you can get there. A simple test could help shed some light on your path.

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