About Erickson Wealth & Tax Management

Curtis Erickson, CPA®

Curtis Erickson, CPA, PFS, President

curt@curtcpa.com

Since 1986, Curtis has been working with Seattle area clients, real estate and small businesses on how to improve their financial future. He is simultaneously a CPA Certified Tax Coach and a no commission Registered Investment Advisor. Between 1989 and 2006, Curtis was a partner in Nelson, Watson & Erickson CPAs and Erickson Retirement Advisors. These firms have evolved today to form Erickson Wealth & Tax Management, a team-based firm that features tax, wealth and retirement distribution planning.

Curtis and his wife, Kathy, are life-long residents of Washington and live in NW Seattle. They have one son, Austin. Curtis loves to golf and play basketball and is a classic film buff. A popular speaker in the Seattle area, Curtis has published a book, “The Investor Awareness Guide”, and an audio CD, “The Seven Deadly Traps & Three Power Strategies”. He has also been featured weekly on Mike Siegel’s radio show on KKOL, 1300, business radio.

Sue Fulkerson, Investment Client Manager

sue@curtcpa.com

Sue Fulkerson started working for Curtis Erickson in 1990, first with his CPA practice as Office Manager and in 2005, with his Wealth Management practice as Investment Account Manager specializing in customer care. Nothing is more exciting than seeing a young person start savings for their retirement!

Outside work, Sue enjoys spending time with her family, kayaking, and being on the hospitality team at her church.

Lauren Vignec, Financial Advisor

lauren@curtcpa.com

Lauren joined Erickson Wealth & Tax Management as an Investment Advisor Representative in July 2009. With over fifteen years experience in the world of financial advisories and having earned a Bachelor’s in Economics from the University of Washington, Lauren is focused on client relationships, community outreach, and investor education.

Lauren is proud to have been chosen to co-author parts of “The Boglehead’s Guide to Retirement Planning”, released by Wiley and Sons in 2009. This unconventional group, which comes together mostly on the bogleads.org internet forum, is devoted to the example and message of Jack Bogle, founder of Vanguard, the pioneer of low-cost investing. Lauren also has a new website, SpendSmartLiveRich.com, which is aimed at a wide, general audience. Visit the site, visit the Bogleheads forum, and spread the word!

At Erickson Wealth & Tax Management, helping you achieve your vision for retirement is our number one goal.

We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs. Erickson Wealth & Tax Management are proud to be independent financial professionals.

The Erickson Wealth & Tax Management Core

We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, objective and in-depth knowledge. Through our dedication to service, Erickson Wealth & Tax Management creates value for our clients resulting in innovative retirement solutions that cater to their individual needs, goals and vision.

If you would like to have a conversation about your retirement strategy, please contact us online or call our office at (206) 284-9900. We can schedule a time that’s convenient for you, and there’s absolutely no cost or obligation.