Our Team

Financial Planning and Wealth Management takes expertise and experience followed by dedication and discipline. Erpelding Wealth Management is made up of a team of financial professionals 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 this enthusiasm and commitment to a client-focused approach.

 

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

Founder and Private Wealth Advisor

Office 952-698-7011


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

Partner and Private Wealth Advisor

Office 952-698-7032


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Bob J. Evrard , CFP®, RICP®

Partner and Private Wealth Advisor

Office 952-698-7014


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Cole M. Lunde , CFP®, RICP®, WMCP®

Partner and Private Wealth Advisor

Office 952-746-2832


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Eric P. Barber , CFP®

Director of Investment Operations and Services

Office 952-698-7027


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Trenton T. Hazen

Retirement Plan Specialist

Office 952-698-7000


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Meghan C. Dean

Financial Representative Assistant

Office 952-698-7031


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Sean P. McMeans

Financial Planning Specialist

Mobile 651-788-6210


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Teresa C Diffley

Receptionist

Office 651-456-9446


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Felicia Ulrich

Office Manager

Office 952-698-7000


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Cheryln A Robertson

Sales Execution Team

Office 952-698-7000


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Lisen Stoa

Human Resources Manager

Office 952-698-7000


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LaShonda Antrice Smith

Sales Execution Team

Office 952-698-7000


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Alex Michael Lehner

Financial Planning Analyst

Office 952-698-7000


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Krisandra French

Assistant

Office 952-698-7000


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