Erik Anderson CEPA®

Financial Strategist

Erik is a graduate of Olivet Nazarene University, where he earned a degree in Economics and Finance from the McGraw School of Business.  While in college, he also played running back and was a Team Captain for the Tigers.

Erik started his career as a financial advisor in 2018 and joined Wells, Roselieb & Raia Wealth Management in January 2023. He is passionate about helping individuals and families achieve financial success by understanding what is important to them and figuring out the best course to meet those goals.

Erik holds a Certified Exit Planning Advisor (CEPA) designation, FINRA Series 7 & 66 securities registrations, as well as state life and health insurance licenses.

Born and raised in Chicago, he lives in the Old Town neighborhood. He spends his free time staying active around the city with friends and travelling to see his nephews and nieces in Alabama and Alaska when he can.