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Vice President, Wealth Planning,
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.
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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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.