• Skip to main content
  • Skip to footer

231.421.7711

Black Walnut Wealth Management

  • About
    • Our Story
    • Meet Our Team
    • Join Our Team
    • Contact Us
  • Services
    • Wealth Management Services
    • Retirement Planning
    • Tax Planning
    • Investment Management
    • Financial Strategy
    • Insurance Review
    • Estate Planning and Trust Services
  • Who We Help
    • Who We Help
    • Success Stories
    • FAQ
  • Insights
    • Insights
  • For Clients
    • Client Portal
    • Fidelity Login
  • Schedule a Call

Our Team

Wealth Management Team

The Black Walnut Wealth Management team has a unique and diverse financial background unlike many other wealth management firms. Our combined experience includes accounting firms, brokerage firms, and bank trust departments.  Using our collective knowledge and experience across the financial industry, Black Walnut Wealth Management was formed to provide a better solution for clients seeking financial advice and investment management.

Erickson Braund

Erickson Braund

CFP®, CRPC®

Founder

Get to know ERIC

Erickson Braund, CFP®, CRPC®

Founder
dashicons-linkedin

Erickson Braund is the Founder and Chief Financial Officer at Black Walnut Wealth Management. He is a Certified Financial Planner® professional and a Chartered Retirement Planning Counselor®. Eric brings over 20 years’ experience working with high net-worth individuals and families, helping them achieve their goals of protecting and growing their wealth for retirement and for generations to come. Because Eric is a CFP® professional, he adheres to the high ethical standards and engages in at least 30 hours of approved continuing education in the financial industry each year.

Eric is passionate about financial management and made his first investment at the age of 14. By reading the Wall Street Journal, and studying financial publications and investment papers, he became knowledgeable in the financial markets. His interest continued through high school and college where he graduated with his Bachelor of Science Degree in Finance from Hillsdale College. In 1994 Eric received job offers from companies in the big cities of Detroit and Chicago but chose instead to start his financial management career in Traverse City. He has a uniquely diverse background in financial and investment management bringing to you his collective experiences of handling wealth at a regional brokerage firm, national bank, and an accounting firm. Eventually, he followed his dream and formed his own firm, Black Walnut Wealth Management, in order to provide independent coordinated solutions for clients without the conflicts typically found at financial firms. Eric is a trusted financial planner and fiduciary investment advisor—grateful for all the wonderful clients who have put their trust in him over the years.

As a native of the area, Eric enjoys all that Northern Michigan offers including hiking, biking, skiing, volleyball, and boating. He is passionate about spending time with his family and maintaining a balanced life. Eric and his wife, Jodi, have two children and live in Traverse City.

Hannah Near

Hannah Near

CFP®, CPA®

Wealth Management Advisor

Get to know Hannah

Hannah Near, CFP®, CPA®

Wealth Management Advisor
dashicons-linkedin

Hannah Near has joined Black Walnut Wealth Management as a Wealth Management Advisor. As a Certified Financial Planner® professional and Certified Public Accountant, she brings over a decade of experience in the accounting and financial planning industry. Hannah earned her Master’s degree in Accounting from The College of William and Mary. She is dedicated to partnering with clients to help them achieve their financial goals and make confident, informed decisions about their financial future.

Hannah is a Michigan native but relocated to Northern Michigan in 2019. She volunteers with Big Brothers Big Sisters and Friends of the Antrim County Natural Area. In her free time, she enjoys hiking, crafting, puzzles, and spending time outdoors with her pets, family, and friends.

Amy Clapham

Amy Clapham

Client Service Associate

Get to know AMY

Amy Clapham

Client Service Associate

Amy Clapham has joined Black Walnut Wealth Management as a Client Service Associate. Her experience as a banker, event planner, and entrepreneur gives her twelve years of customer service experience. Amy brings a wealth of knowledge to our team and an understanding that details matter. With a B.A. in Psychology, she possesses the skills for professional relationship development and superior customer service.

Amy is a native of Northern Michigan. She is passionate about running, hiking, knitting, and spending craft time with her children. She also finds fulfillment in volunteering at her children’s school.

Jill Nordin

Jill Nordin

Operations Supervisor

Get to know JILL

Jill Nordin

Operations Supervisor
dashicons-linkedin

Jill Nordin has joined Black Walnut Wealth Management in the role of Operations Supervisor, where she will oversee all operations and administration management.

With a bachelor’s degree in business administration, five years in banking, and 20 years in accounting, she has served in every capacity from support to client services to branch operations. Jill’s experience is an invaluable asset to the effectiveness and productivity of our office.

A Northern Michigan native, Jill volunteers with the Grand Traverse Hiking Club and sits on her homeowner’s association board. In her spare time, she enjoys time with her friends and family, traveling, hiking and camping, music, and gardening.

Jodi Braund

Jodi Braund

Business Manager

Get to know JODI

Jodi Braund

Business Manager
dashicons-linkedin

Jodi Braund is the Business Manager at Black Walnut Wealth Management.

She brings numerous years of experience in banking and trust operations handling personal trusts and estates. Jodi is working toward the Uniform Investment Adviser Law Examination, which covers laws, regulations, ethics, and topics such as retirement planning, portfolio management strategies, and fiduciary responsibilities.

Jodi is active in the school and the community volunteering countless hours. Her personal values of volunteering in the community and balancing family life are paramount. She enjoys hiking, biking, and competing in triathlons.

Let’s Get to Know Each Other

Learn how to effectively organize and navigate your
finances with an experienced team committed to you

Schedule a 15-minute call

Black Walnut Wealth Management: Site Footer Logo

Get in touch with us
13919 S W Bay Shore Drive,
Suite 104
Traverse City, MI 49684
Call us: 231.421.7711
Fax: 231.421.7760
Info@BlackWalnutWM.com

ADV
Privacy Policy
Disclaimer
Web Accessibility
Site Map

dashicons-facebook-alt dashicons-linkedin

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply

Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure.  For additional information click here.

Important disclosures

Black Walnut Wealth Management  is a fee-only firm that provides fiduciary investment services.  We are a  financial planning, financial services, and financial advisory firm that proudly serves Traverse City and the Northern Michigan area near you including Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Grand Traverse, Leland, Ludington, Manistee, Petoskey, Suttons Bay, Marquette and Iron Mountain.

The CERTIFIED FINANCIAL PLANNER™, CFP®are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold a CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Eric Braund is an Investment Advisor Representative with Dynamic Wealth Advisors dba Black Walnut Wealth Management. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/firm/summary/151367 by searching under crd #151367.

Black Walnut Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Black Walnut Wealth Management is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Copyright ©2025 Black Walnut Wealth Management. All Rights Reserved. Designed by TinyFrog Technologies.