Erica Chavez
Meet Erica, a dedicated financial professional with a background in education and a passion for empowering others through knowledge. Erica brings a unique approach to investment advising, focusing on helping individuals and families navigate the complexities of financial literacy, investments, and retirement planning. Drawing from her years of experience in education, Erica excels at breaking down financial concepts into clear, actionable steps, ensuring her clients feel confident and informed about their financial futures.
Whether working with young professionals, growing families, or retirees, Erica takes pride in fostering lasting relationships and guiding clients toward their goals. By combining her passion for teaching with financial expertise, Erica ensures that every client has the tools and confidence needed to succeed.
Beyond her professional role, Erica and her husband Israel enjoy spending time with their three daughters and their growing families. Also, Erica is deeply committed to community service. As an active member of Veritas Church in Dubuque, she values connection and strives to live out these principles in both her personal and professional life.
Erica holds the FINRA SIE, Series 6, Series 63, and Series 65 Securities Licenses, through LPL Financial, as well as Life and Health insurance licenses.
