Erica Blake, CFA, is a distinguished leader in the financial services industry with a rich career spanning multiple notable roles at various prestigious institutions. Currently, she serves as the Founder and CEO of Mountain Flower Investments & Planning, where she harnesses her comprehensive ...
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Erica Blake, CFA, is a distinguished leader in the financial services industry with a rich career spanning multiple notable roles at various prestigious institutions. Currently, she serves as the Founder and CEO of Mountain Flower Investments & Planning, where she harnesses her comprehensive expertise in finance and investment planning to empower clients to achieve their financial goals. Erica's leadership is characterized by a commitment to personalized service and strategic investment advice that helps demystify complex financial landscapes for her clients.
Before establishing Mountain Flower Investments & Planning, Erica garnered invaluable experience as a Financial Advisor at Colorado Capital Management, where she honed her skills in client relations and tailored investment solutions. Prior to that, she ascended through various ranks at First National Bank of Omaha, starting as a Relationship Manager Assistant and climbing to the positions of Portfolio Manager and Director of Private Client Services. Her trajectory at First National Bank is a testament to her dedication, expertise, and deep understanding of client financial needs.
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