Erica Walli

Retirement Planning Administrator at North Shore Financial

Erica joined the North Shore Retirement Solutions Center in 2020 and administers IRA and investment management accounts. Prior to joining North Shore Bank, Erica spent a number of years working with a local energy provider as an analyst. She also brings a robust background in customer service. Erica had an interest in financial planning and aligned her career path to reflect and support this interest. Erica is a graduate from the University of Minnesota – Duluth with a Bachelor of Arts degree in Economics and a focus in Mathematics, and is a Certified IRA Professional (CIP). She enjoys assisting her clients in planning for their financial future.

Timeline

  • Retirement Planning Administrator

    Current role