Meet the Team
Core Wealth is comprised of individuals who share strong work ethic, integrity, respect, and desire to better serve their clients. The goal of Core Wealth is to develop and achieve our client’s financial goals from the center (the core). We believe financial goals that have a strong core are able to withstand various obstacles throughout the process of pursuing financial independence.
Mike Erickson
Partner
(406) 624-6153
Mike Erickson, LPL Financial Advisor, has been assisting clients and other financial professionals since 1997. A year after Mike joined the company, he became the District Manager and held that managerial role until 2011 when he decided to step down to focus on his clients. Kelsey, Mike’s daughter, joined his practice in 2015 with the goal of implementing marketing practices and increasing the level of client service offered. In 2019, Mike partnered with Dan to form Core Wealth and they opened their own personal branch office. The focus still being to provide the highest level of customer service possible through more defined roles and a deeper level of knowledge.
Mike enjoys spending time with his wife Becky, four children, and three grand-children. He loves the Montana State Bobcats and is very active with the events through the University. Mike is a season ticket holder for football and both men and women’s basketball. He also likes to spend his time playing golf, traveling, and volunteering in community events.
Kelsey Erickson
Registered Representative
(406) 624-6153
Kelsey Erickson started her career as an Advisor Assistant in 2014 while she was finishing up her B.A. in Business Management at Eastern Washington University. Kelsey gained experience working in Spokane and after graduation, moved back to Bozeman to work with her Dad.
Kelsey enjoys traveling to new places, being outdoors hiking and camping, paddle-boarding, golfing, gardening and watching sports. Kelsey is involved in Special Olympics and has various roles over the last 10 years. She is also a member of the Bozeman Rotaract Club, a young professional service-based club, connected to the Bozeman Sunrise Rotary Club.