Erin Freund, CFP®
Financial Representative
With more than 16 years of experience in the financial services industry, Erin Freund brings a diverse background to her role as a Financial Representative for Principal Life Insurance Co, and a Registered Representative and Investment Advisor Representative for Principal Securities, Inc. Erin's experience includes banking, institutional investment sales, and financial planning. Erin believes her clients benefit most from long-term financial planning. She takes her client's entire balance sheet into consideration while seeking to grow, protect, and preserve their wealth.
Erin has a passion for helping people. When she isn't working, she enjoys spending time with her family on their farm. Erin is a 2003 graduate of the University of Iowa where she majored in Finance.
EDUCATIONAL BACKGROUND
Financial Planning Association, Member
CERTIFIED FINANCIAL PLANNER™ Professional
EDUCATIONAL BACKGROUND
BBA in Finance, University of Iowa
COMMUNITY INVOLVEMENT
Atlantic Chamber of Commerce, Committee Member
Atlantic Chamber of Commerce, Board Member 2019-2022
Atlantic Rotary Club, Member
Nishna Valley YMCA, Board Member 2020-Present
Shenandoah Chamber of Commerce, Committee Member