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 of 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. Eric’s goal is to enrich client lives by helping them work toward financial well-being. He is committed to superb client communication and honest and independent advice. Eric is focused on growing and preserving your wealth with a thorough but common sense approach.
Eric is a graduate of Hillsdale College with a Bachelor of Science Degree in Finance. He holds a series 7, 63, 65, and life insurance licenses. He feels continuous education in the financial service industry is critical. 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.
Eric is a native of the area and enjoys all of what 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.
Kristi Laman is the Director of Client Services at Black Walnut Wealth Management. She is a consummate professional bringing a wealth of experience helping clients in the securities and insurance industry for over 17 years. She seeks to provide uncompromised customer service in her daily activities when assisting clients with their needs.
Kristi has a Bachelor’s Degree in Business from the University of New Orleans. She has completed the Series 6 and Series 63 exams and has Life, Health, and Accident Insurance licenses. Kristi has also earned her Registered Paraplanner designation and adheres to the high ethical standards and continuing education required.
Kristi is married to Peter and they have three grown children and two grandchildren. She enjoys hiking, biking, and working in the family orchard. Kristi and Peter reside near Sleeping Bear Dunes in the Empire Area.
Jodi Braund is the Operations Manager at Black Walnut Wealth Management.
She brings numerous years’ 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. Jodi enjoys hiking, biking and competing in triathlons.