
Categories
Financial Planning / Investments
Hours:
Monday through Friday: 7 a.m.-5 p.m.
About Us
I am a financial advisor in Clear Lake, IA, helping individuals and families build confidence in their financial future. I grew up on a family farm, where I learned the value of hard work, integrity and taking care of the people around you; values that shape how I serve my clients today. After 23 years in the corporate world, I moved into financial advising to make a more personal impact.
I work best with clients who value partnership and want a trusted advisor who listens, educates and walks with them through every stage of life. My goal is to create an exceptional client experience grounded in communication and genuine care.
Service is a big part of my life. I'm a Make-A-Wish Granter for Iowa and Minnesota, and I'm active in my church community. Outside the office, you'll often find me boating on Clear Lake or spending time with my family.
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Rep/Contact Info
Erica Tweeten
Financial Advisor
- Phone: (314) 584-1442
- Send an Email
- 800 1st Ave. N., Suite 1 Clear Lake IA 50428
