Ericka Schaefer, ChFC®
Financial Consultant
Organizing your financial life is easier than you think.
Client account access
Ericka Schaefer, ChFC®
Financial Consultant
Organizing your financial life is easier than you think.
About
Ericka Schaefer, ChFC® 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
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Comprehensive financial planning
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Debt management
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Education funding strategies
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Retirement strategies
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Risk management
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Wealth accumulation
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Wealth management
Team
North Star resource team
Jeff Landt, CFA, CFP®
Senior Vice President and Chief Investment Officer
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
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.
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 an investment advisor representative of Cetera Advisor Networks, LLC. CA Insurance License #0M78262.
