Senior Planner
Erika Howell
Accreditations/Education:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Accounting, Dallas Baptist University (Summa Cum Laude)
MBA – Accounting, Dallas Baptist University
Previous Experience:
Erika began her career in tax accounting in Dallas in 2019, primarily working with small businesses and real estate clients. She earned her CPA in 2021 and later that year transitioned to a wealth management firm in Coppell, where she focused on tax planning for high-net-worth individuals. It was during this time that Erika discovered her passion for financial planning. She earned her CFP® in 2024, expanding her expertise beyond tax to take a more comprehensive approach to helping clients achieve their financial goals.
Family Life:
Erika and her husband, Isaac, were high school sweethearts and now have two boys named Hudson & Hayden.
Outside the Office, You’ll Find Her:
Outside of work, Erika loves spending time with her family—whether that’s hanging out at home, at the splash pad, or at the park. When she’s with friends, you’ll likely find her exploring a winery or grabbing sushi. And if she’s not doing either of those, there’s a good chance she’s at Home Depot picking up supplies for her latest DIY project.
Something Most People Don’t Know:
Starting during the Covid lockdown, Erika discovered she liked to bake and used to run a small custom sugar cookie business for birthdays, showers, and any other events.
Words of Wisdom:
Life is short. Don’t take everything too seriously. Always remember to have some fun and to dream a little.