Tag: Faith
The Healthy Advisor: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson

The Healthy Advisor: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson

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Lisa Erickson spent 37 years in financial services, ultimately leading the Public Markets Due Diligence team at U.S. Bank, which manages over $500 billion in client assets. In addition to her business acumen, she was best known for her selflessness, positivity and character.

But earlier this year, Lisa chose to retire early after being diagnosed with Parkinson’s disease, a movement disorder of the nervous system. She now enters a new phase of her life, having to deal with this illness.

That wasn’t the first personal hardship she’s faced. In 2020, she lost her husband, Chris, to a sudden and aggressive illness.

In this episode, WealthManagement.com Executive Editor Diana Britton is joined by Lisa Erickson, retired head of the Public Markets Due Diligence team in U.S. Bank’s Wealth Management’s Asset Management Group, who opens up about these personal struggles. These past few years have tested her strength in unimaginable ways, but they’ve also revealed lessons about grief, faith and finding purpose in the face of adversity.

Lisa discusses:

  • Her path into financial services and leadership at U.S. Bank
  • Losing her husband and the grieving process
  • Life adjustments after his passing
  • Receiving her Parkinson’s diagnosis and deciding to retire
  • Coping strategies rooted in faith, gratitude and community
  • The role financial advisors play in helping clients prepare for the unexpected

Resources:

Connect with WealthManagement.com:

Connect With Lisa Erickson:

About Our Guest:

Lisa Erickson is a seasoned financial professional who recently retired as Head of the Public Markets Due Diligence Team at U.S. Bank’s Wealth Management group, where she helped manage over $500 billion in assets. Beyond her successful career, she’s faced profound personal challenges, including the sudden loss of her husband and her own Parkinson’s diagnosis. Through it all, Lisa remains committed to living with gratitude, faith, and resilience, inspiring others with her courage and openness.

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

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The Healthy Advisor: Becoming Victorious, Not a Victim With Marissa Nehlsen

The Healthy Advisor: Becoming Victorious, Not a Victim With Marissa Nehlsen

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It was not just one struggle in her life that shaped Marissa Nehlsen. Since her formative years, she’s faced adversity and come out stronger every time. 

Despite significant hardships, including the loss of her family farm, enduring domestic abuse from her father, and coping with Stargardt disease, which has led to blindness, Marissa has built a seven-figure business and become a coach, speaker, and podcast host. 

In this episode, Nehlsen, the founder and CEO of Freedom Financial Group, discusses her journey from a challenging childhood on a North Dakota farm to leading a successful financial advisory firm. She offers a story of hope for others in pain, as she has yet to slow down or limit her goals.  

Marissa discusses:

  • How she fought back against domestic abuse initiating a major change in her life
  • Learning resilience while living in a trailer park with her mother and siblings
  • Workplace challenges like sexism, favoritism and rejection
  • Her battle with Stargardt disease and how her brother helped her through it
  • Mourning the death of her fiancé
  • The importance of faith and community support in overcoming life’s hardships

Resources: 

Connect With Marissa Nehlsen:

Connect with WealthManagement.com:

About Our Guest:

Marissa Nehlsen is the founder and CEO of Freedom Financial Group. She rose from humble beginnings as a rural North Dakota farm girl to build a multi-million dollar financial services company.

As an accomplished leader with proven results, Marissa Nehlsen’s unique style and approach enable clients to achieve extraordinary and sustainable outcomes. Fueled by the growth of others, she has over 23 years of solid experience. She built a holistic planning firm based on the core principles of educating, empowering, and equipping individuals, organizations, and businesses to make wise choices. Marissa Nehlsen delivers results by connecting with people to share her practical ideas and techniques, helping them achieve their goals and transform their lives through coordinated tax plans, legal plans, and financial plans.

 

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

 The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify and wherever podcasts are found.

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