Erin Freund, CFP®
Erin Freund is a Wealth Advisor with Silverleaf Wealth Management, joining the firm in May of 2024. She began her career in Cedar Rapids, IA as an Intern with Securities America. After receiving her degree in Business Administration and Finance from the University of Iowa, Erin joined Wells Fargo Bank in Des Moines where she received her Series 7 and 66 licenses. Four years later, with a desire to focus solely on securities, Erin transitioned to a wholesale role with Principal Financial Group for several years. Erin’s passion for helping individual clients took her back to banking, serving as a Private Bank Relationship Manager to High-Net-Worth clients with combined assets of $118 million.
Erin eventually left Wells Fargo to start her advisory practice with Principal Securities. During this time, Erin worked to obtain the CERTIFIED FINANCIAL PLANNER™ designation. In 2024, she made the decision to join Silverleaf Wealth Management and believes that her affiliation with LPL and Silverleaf provides her clients with the best of both worlds: personalized service, access to world-class technology, research, and a robust investment platform.
Today, Erin finds herself at home in Atlantic, IA. Growing up on a farm, Erin appreciates the connections that her small community brings. She prides herself on providing superior client service and digging into the details on behalf of her clients.
