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Our financial advice team


Erica Lubbers Ameriprise Financial Advisor

Erica Lubbers

CFP®, ChFC®, RICP®

Private Wealth Advisor

Managing Director
Buatti, Forbes, Lubbers & Associates
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Charitable Giving

Interests

    I feel very fortunate to work in our industry, building relationships and helping people. I have a wonderful family and an incredibly supportive husband. Greg and I welcomed our daughter, Charlotte, in August of 2017 and our son, Remy, in July of 2019. We love spending time together at home as a family with our little chihuahua, Boomer. We do a ton of cooking, wine is our drink of choice and we are big on getting outside, particularly to enjoy some scenery by bike. We are originally from Kansas and remain loyal fans to our beloved Jayhawks, Chiefs & Royals. Happiness is our main priority in life, so we do what we can to enjoy!

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008, 2019
  • Ameriprise Outstanding Leader Award, 2012

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • RICP® Retirement Income Certified Professional®

Education

  • Bachelor of Arts (B.A.), International/Global Studies - Business Concentration
  • University of Kansas - B.A. Spanish
  • University of Kansas - B.A. Latin American Studies
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