Erie, a resident of the Quad Cities, practiced law for almost eight years before moving into the wealth management industry, where he spent another eight years dedicated to helping people accomplish their goals. Now with FCT, Erie is focused on managing and administering Individual Retirement Accounts (IRAs), trusts, investment agency accounts, and supervising estate administration for his clients.
He applies his education and past work experience as an attorney to the areas of trusts and estates and family law, and his past work as a fiduciary wealth manager to provide a client-focused approach to developing wealth management strategies.
“I use technology and traditional methods of communication with clients and apply my past experience to help clients construct, modify, and supplement their life plans,” said Erie. “I administer fiduciary accounts, help address questions from clients regarding their personal goals and opportunities, and provide financial services to fit the needs of our members.”
Through FCT, Ascentra Credit Union offers members and businesses the ability to obtain trusts and managed investment service. The professionals at FCT have years of experience in trust, retirement, and investment services and can provide expert guidance on investment management accounts (individual and business), trust administration, estate administration, IRA and 401(k) rollovers; 401(k), pensions, and profit sharing plans; retirement planning, investment management for non-profits, and estate planning and will review.
For a personal consultation with no cost or obligation, contact Erie Johnson at 563-345-6558.