Ericka Schaefer

Financial Consultant

Organizing your financial life is easier than you think.

Helping highly successful people organize, maintain, and grow their financial house.

Ericka Schaefer

Financial Consultant

Organizing your financial life is easier than you think.

About

Ericka Schaefer helps people established in their career with retirement strategies so they can save for the future without sacrificing a meaningful life now.

Ericka’s entrance into financial advising is unique for the industry. In college, she was a political science major with plans to go to law school. However, during an internship on Capitol Hill, she started feeling that politics was too out of touch with actual people. Her senior year, she took an estate planning class and fell in love with the financial industry and understanding people’s wishes during and after life.

She was trained and worked as a financial advisor for a year at Edward Jones, and then transitioned to an investment specialist at North Star in 2013, gaining skills creating investment strategies.

In 2017, Ericka began working with Augustine + Johnson in an investment support role, but by March 2018, she was an official partner of Augustine + Johnson and back to her roots as an advisor.

“I never actually thought I’d jump back into advising,” says Ericka. “But once I started working with Augustine + Johnson, I realized how much I missed client interaction.”

Today, she differs from the average advisor by taking a goals- and needs-based approach to retirement strategies to help her clients live the life they’ve always dreamt of with the assets and savings they have available.

Qualifications

  • FINRA Series 7 and 66 registered
  • MBA and MS in Leadership

Ericka Outside of Work

Ericka was born in Green Bay, WI, but grew up Navy brat living across the Gulf Coast. Today, she works out of Minneapolis.

Ericka has two fur-children, a horse named Louie and a fluffy rescue mutt named Gable. She loves animals and horseback riding, and she has competed at the regional and national level of the American Quarter Horse Association (AQHA) with Louie.

Services

Financial Planning

Ericka uses the tools eMoney and Symplany to develop a financial and investment plan that makes sense to you and for you so that you can plan for the life you desire now and for years to come. She may also recommend life, disability, or long-term care insurance to help protect the savings you’ve worked so hard to build.

For investments and insurance services, Ericka and her team are affiliated with North Star Resource Group, so you can feel confident that her advice is backed by specialists in each department.

Additional services

  • Comprehensive financial planning
  • Debt management
  • Education funding strategies
  • Retirement strategies
  • Risk management
  • Wealth accumulation
  • Wealth management

Team

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Work with Ericka

If you want to make the commitment to your investments and retirement, send Ericka an email at Ericka@augustineandjohnson.com and let her know your top financial priorities or concerns. Then, if you’re ready to get started, you can book an initial conversation to get you on the path to financial security now and after retirement.

Contact

    Minneapolis

    2701 University Avenue SE
    Suite 100
    Minneapolis, MN 55414

    Directions

    Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

    Ericka is a registered representative and investment advisor representative of  Securian Financial Services, Inc.

    2679566/DOFU 9-2019