Erin Doepel Wikstrom

Financial Advisor

Doepel Retirement Planning | A Group of Raymond James

Download Erin Doepel Wikstrom’s NACC Speakers Bureau Profile

Erin has always known that her career would revolve around helping others simplify their lives; she began pursuing a career in the financial services industry in 2008 knowing that it would allow her to do just that. For many years prior, she watched her mother, Ruth Doepel, build lasting relationships and provide skilled investment services that have helped individuals and families accomplish their goals.

In 2008, Erin seized the opportunity to assist Ruth in transferring her valued clients from Wachovia to Raymond James.  One year later, Raymond James offered her a position, as one of an elite few candidates, in the Financial Planning Residency Program located at their Headquarters in St. Petersburg, Florida. Upon completion of the program, Erin returned to Illinois to join the Doepel Retirement Planning Group as a Financial Advisor. Like Ruth, Erin believes in a comprehensive financial planning approach that is tailored to her clients’ unique personal and financial priorities.

As a self-proclaimed bookworm, Erin dedicated her college education to the intricacies of literature, writing, and public speaking. Once she completed her student teaching at a local high school, she realized that teaching is what she does best, but not necessarily in a classroom. She finds fulfillment in educating individuals, families, and businesses on financial concerns, plans, and goals. However, she still has an urgency to help teens, so she spends her free time volunteering as a mentor to junior high girls.

Erin often incorporates the skills she acquired in the classroom to create a more interactive atmosphere at her speaking engagements.  There is no audience too diverse for her educational workshops; whether it’s 14 year-olds learning about Peer Pressure or 70 year-olds learning about Retirement Income Planning, she is able to deliver an engaging presentation to an audience of any age.

Speaking Topics:
  • 4 Myths that Stop You from Becoming a Millionaire
  • Art of Hustling: Overcome Obstacles & Find Opportunity
  • Building Blocks of Financial Planning
  • Capital Markets Review & Economic Forecast
  • Planning for Significance versus Success

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