Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Erika Young
Madison

2501 West Beltline Highway
Madison, WI 53713

Tel: 608.661.2686
Email: eyoung@wipfli.com

Education

University of Wisconsin – La Crosse
  • Bachelor of Science (B.S.) in Communication Studies with an emphasis in Rhetoric and Public Address

Erika Young, CRPS®, CPFA, AIF®

Partner in Charge, Human Capital Management

To watch Erika Young interact with her clients is to see her passion for helping business owners and their employees achieve their goals. As Partner in Charge of Human Capital Management Solutions and Director of Employer Plan Services at our affiliate, Wipfli Financial Advisors, LLC, Erika uses her valuable experience and broad industry knowledge to help businesses assess their employees’ needs and design secure, holistic solutions that can offer value for the future.

For more than a decade, Erika has specialized in developing retirement and employee benefit plans that are competitive, compliant and cost-efficient. Since joining Wipfli Financial in 2014 and Wipfli in 2018, Erika has led the firm’s human capital and retirement initiatives with the goal of delivering more streamlined, cohesive solutions to business owners. She spearheads the creation of new materials and resources to provide greater value to our clients and optimal efficiency for advisors.

Over the course of her career, Erika has played a strategic role in establishing and maintaining relationships with business owners and has fostered a deep commitment to strengthening plan processes to meet employees’ needs. She recognizes that the implementation of a successful retirement or benefit plan requires clear communication and coordination across all parties, and applies this same perspective to her roles at Wipfli and Wipfli Financial Advisors, LLC.

Erika has been a featured speaker at numerous industry conferences, including the eMoney Advisor Summit, and was named to InBusiness Magazine’s 40 Under 40 Class in 2018. In her spare time, she can be found playing “chauffeur” for her two children, Mason and Mckenna, cheering on the sidelines at one of their many sporting events or volunteering with organizations like the Make-a-Wish Foundation.

Certifications:

  • Chartered Retirement Plans Specialist
  • Certified Plan Fiduciary Adviser
  • Accredited Investment Fiduciary
  • Series 65 License