Our Team

Financial Planning and Wealth Management takes expertise and experience followed by dedication and discipline. Mike has developed a wealth management team to help you best meet your financial goals and objectives. The team focuses on wealth and risk management tied together in a comprehensive financial plan. All members of the team share Mike’s enthusiasm and commitment to a client-focused approach.


 
Michael M Erpelding

Michael M Erpelding, CLU®, ChFC®, RICP®

Office 952-698-7000

Founder and Wealth Management Advisor

Mike Erpelding joined Northwestern Mutual in 1987, and is the founder of Erpelding Wealth Management as well as the Managing Director of the Edina, MN district office. Over the years, Mike has built Erpelding Wealth Management into a well-rounded practice based on the principals of honesty, integrity and being client-focused. While maintaining a strong wealth management practice, Mike plays a key role in the career development of other financial representatives.

 
Eric R. Benson

Eric R. Benson, CFP®, RICP®, CLU®, ChFC®

Office 952-698-7032

Advisor and Executive Vice President

Eric is responsible for creating comprehensive financial plans, implementing investment and insurance strategies and conducting annual reviews with clients.

Upon graduation, Eric began his career at Northwestern Mutual as a financial representative with The Bohannon Group.  He joined Erpelding Wealth Management in January 2005. 

Eric has obtained his FINRA Series 7 & 66 securities licenses as well as his Life, Health, Long Term Care and Annuity licenses. He has earned the Chartered Life Underwriter®, Chartered Financial Consultant®, Retirement Income Certified Professional® and CERTIFIED FINANCIAL PLANNER™ designations.

He enjoys coaching his children’s various sports and is a loyal Minnesota Gopher basketball and football fan.

Eric lives in Chanhassen with his wife Gretchen, their twins Eli and Sydney, and boxer Reggie.

 
Bob J Evrard

Bob J Evrard, CFP®

Office 952-698-7000

 

Bob is responsible for conducting new client meetings and annual reviews with current clients. He prepares financial plans and implements investment and insurance strategies. Bob believes client relationships are built upon mutual trust. He views his role as a behavioral investment counselor, helping clients avoid costly investment mistakes while keeping them focused on their most important goals.

Bob holds a B.A. in finance from the University of Iowa. Bob earned his CERTIFIED FINANCIAL PLANNER™ certification, his FINRA series 7 & 66 Securities Licenses, and his Life, Health, Long Term Care, and Annuity Licenses.

Bob enjoys spending time with his family, taking trips up to the cabin, and cheering on Minnesota's professional sports teams. He resides in Eagan with his wife Rachelle and their three sons, Hudson, Henry, and Leo.  

 
 
Cole M Lunde

Cole M Lunde, CFP®, RICP®, WMCP®

Office 952-698-7000

 

Cole Lunde joined Erpelding Wealth Management in 2018 and has been with Northwestern Mutual since 2014. He joined our team from Northwestern Mutual’s Concierge Planning group in Milwaukee which specializes in sophisticated retirement, estate and business planning for ultra-high net worth clientele with unique planning considerations. This experience provides Cole with a unique skill set to bring value to his clients.

Cole works with new and current clients to plan for financial security through risk and wealth management tied to a personalized financial plan. He strives to help navigate clients through the peaks and valleys of life and the markets on the path to and through retirement.  

Cole graduated from the University of Wisconsin-Madison with a B.B.A. in Finance, Investment and Banking. Cole Lunde is a CERTIFIED FINANCIAL PLANNER™ certificant, Retirement Income Certified Professional® and a Wealth Management Certified Professional®. Cole has earned his FINRA Series 7 & 66 as well as the Life, Accident, Health, Annuity and Long Term Care licenses.

Cole lives in Minneapolis and enjoys his summers on the boat and golf course and the winters on the hockey rink.

 
Lisen H Stoa

Lisen H Stoa

Office 952-698-7000

Associate Financial Representative

 

Lisen is responsible for the overall operations of Erpelding Wealth Management and manages the insurance product process.  Lisen also handles the vast majority of client services for the insurance products.

 

Lisen graduated from Luther College with a degree in business management and a minor in economics. She joined The Erpelding Financial Group in May of 1996.

She has obtained her FINRA Series 6 & 63 as well as her Life, Accident, Health, Long Term Care and Annuity licenses.

 

Lisen enjoys being active in the community and her children’s school, swimming and attending sporting events with her family.

 

Lisen lives in Minneapolis with her husband, Leif, and two sons, Andrew and Aaron.

 

Please contact Lisen for any insurance-related questions.

 
Eric P Barber

Eric P Barber, CFP®

Office 952-698-7027

Director of Investments

Eric graduated from Colorado Christian University with a degree in Computer Information Systems Management. He has been with Northwestern Mutual since February 2005 and joined Erpelding Wealth Management in August 2009. Eric has earned his CERTIFIED FINANCIAL PLANNER certification and is licensed for both securities and insurance products.

Eric lives in Chanhassen with his wife, Stephany, and their three children.

Please contact Eric with any investment account related questions.

 
Millie Williams

Millie Williams, CFP®

Office 952-698-7000

Director of Financial Planning

Miriam, also known by the team as Millie, is responsible for creating comprehensive financial plans used in the implementation of investment and insurance strategies.

Millie holds a B.A. in English and minor in business from Benedictine College in Kansas. She is a CERTIFIED FINANCIAL PLANNER professional and holds her FINRA Series 7 & 66 securities licenses, as well as her Life, Accident, Health, Long Term Care and Annuity licenses.

 

Trenton T Hazen

Office 952-698-7000

 

Trenton joined Erpelding Wealth Management in 2019 . Trenton has been in the industry for 7 years and carries his FINRA 6 & 63 as well as his Life, Accident, Health, Long Term Care and Annuity licenses.

Prior to joining Erpelding Wealth Management, Trenton was a record-keeper who helped hundreds of clients with their 401(k) plans. Trenton is solely dedicated to our Employer Sponsored Retirement Plans and brings a vast knowledge and specialization to our 401(k), 403(b), SIMPLE IRA and Solo k clients.

Trenton graduated from UW-Oshkosh in 2009. He resides in Rosemount with his wife, Molly, and their two dogs Lola and Lambeau.  

 
Emily M Anderson

Emily M Anderson

Office 952-698-7000

Associate Wealth Management Advisor

Emily supports the team’s advisors, with a focus on the investment and 401(k) practices. She joins new client meetings and annual reviews to establish relationships and assists with ongoing client services.

 Emily graduated from Gustavus Adolphus College in 2018 with a degree in Statistics and minors in Management and Spanish. She joined the team in July of 2018 and has since obtained her FINRA SIE, Series 7 & 63, as well as her Life, Accident, Health, Long Term Care, and Annuity licenses.

 

Emily lives in Minneapolis and enjoys spending time with her fiancé, Stu, and their families and friends.

 
Felicia Ulrich

Felicia Ulrich

Office 651-456-9446

Director of Operations

 
Meghan C Dean

Meghan C Dean

Office 952-698-7000

Financial Representative Assistant

Meghan manages calendars, sets meetings, handles client communication and insurance servicing, and oversees the day-to-day operations of Erpelding Wealth Management.

 
Teresa C Diffley

Teresa C Diffley

Office 651-456-9446

Front Desk Receptionist and Office Manager for our Edina Office and Erpelding Wealth Management

 

Michael M Erpelding, CLU®, ChFC®, RICP®
Wealth Management Advisor


Erpelding Wealth Management

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck