Erika Agard, CFP® is a Financial Planner at Aptus Financial since December 2023, previously serving as a Financial Consultant at Macdonald Financial Services from February 2020 to December 2023. Prior experience includes a role as a Financial Advisor at Northwestern Mutual from May 2014 to February 2020 and as a Sales Support Representative at Ultimate Support Systems from March 2011 to December 2012. Erika Agard holds a Bachelor of Science degree in Business Administration with a focus on Financial Planning from Colorado State University.
This person is not in any teams
This person is not in any offices
Aptus Financial
Aptus, based in Little Rock, Arkansas, provides flat-fee, advice-only financial planning services for new attending physicians and other early-career professionals across the country. Aptus also delivers high-impact corporate financial wellness programs and retirement plans for employers, primarily large healthcare service providers.