Erica Bourquin, CFP®
Advisor
Erica grew up in Hartland, Wisconsin, and attended the University of Wisconsin–Madison, where she earned her BBA in Finance, International Business, and Risk Management, along with a Certificate in Spanish. She earned the Certified Financial Planner® designation in 2024.
Erica spent the first five years of her career in Private Banking in Chicago, Illinois, helping ultra-high-net-worth individuals and families navigate the complexities of their wealth. She brings this experience to Granite Harbor, where she is dedicated to helping clients grow and preserve their wealth through efficient financial planning, disciplined investment and insurance strategies, and meaningful financial education. Erica is passionate about building strong relationships with her clients and understanding their full financial picture so she can empower them to make decisions that align their wealth with their personal goals and values.
Erica resides in Oconomowoc, Wisconsin, with her longtime partner, Joe, and their bernedoodle, Zoey. She enjoys spending as much time outdoors as possible—walking Zoey, running, spending time on the lake, gardening, snowboarding, and attempting to improve her golf game. Having spent time in Switzerland each summer with her family growing up, Erica has always loved to travel and enjoys exploring new places .