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We provide a coordinated fee-only independent solution for your wealth management, tax planning and estate planning needs.

Financial Planning Team

The Black Walnut Wealth Management team has a unique and diverse financial background unlike many other wealth management firms. Our combined experience includes brokerage firms, insurance companies, bank trust departments, and accounting firms.  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, CFP®, CRPC® Photo

Erickson Braund, CFP®, CRPC®

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.

Julie Wikel Photo

Julie Wikel

Julie Wikel is the Client Services Coordinator at Black Walnut Wealth Management. 

She joined the Black Walnut Wealth Management Team in October of 2020.  Julie brings over 20 years of experience in various administrative roles and a passion to provide clients with exemplary customer service.  She has a bachelor's degree in business from Davenport University.

Julie is originally from the Kalamazoo area and recently moved to Northern Michigan.  She has four children and spending time with family is most important to her.  Julie and her husband Kim enjoy hiking, biking, kayaking, camping, and exploring Michigan.

Jodi Braund Photo

Jodi Braund

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. She enjoys hiking, biking and competing in triathlons.

Black Walnut Wealth Management Partners


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