Our Team
Dave Erlandson
Dave is a Certified Financial Planner™ (CFP) and a registered Accredited Investment Fiduciary (AIF®).
He is registered as a fee-only advisor with The National Association of Personal Financial Advisors (NAPFA). Erlandson Wealth Management, LLC is a Registered Investment Adviser (RIA) firm.
Dave has a B.A. degree in Mandarin Chinese from the University of Oregon, and he has been serving clients at Erlandson Wealth since 2011. Preceding this, he was a franchise owner and financial advisor at Ameriprise Financial for 17 years.
Dave also spent 10 years working in trade with Asia and Southeast Asia, which included residing with his family in China for one year and Singapore for three.
Patrick Steers
Patrick is an Investment Adviser Representative (IAR). He is also a Chartered Retirement Planning CounselorSM, an Accredited Portfolio Management AdvisorSM, and a Certified College Financial Consultant.
He has a B.S. degree in Accounting and another in Finance from Oregon State University. Patrick has been with Erlandson Wealth Management since 2013, and he became a partner in 2019.
