Erika Teich Corbin

Advisor at Edward Jones — Carbondale, CO Cowen Dr

Updated today

Credentials

Series 66, Series 65

Experience

10 years

Location

Carbondale, CO 81623-1656

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,153 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Erika Corbin is a financial advisor with Edward Jones in Carbondale, Colorado, holding Series 65 and Series 66 licenses and 10 years of industry experience. Her prior work includes roles at Intuit, Smith & Corbin Tax Associates, and Avantax Investment Services, as well as ownership of a tax preparation business that closed in 2025. Outside of her advisory work, she has experience in the hospitality industry as an on-call banquet bartender at Viewline Resort Snowmass. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large national network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Inheritance planning General retirement planning Planning for children with special needs

Occupation focus

Founder/Business Owner Self-Employed

Demographic focus

Women Professionals

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Carbondale, CO Cowen Dr

981 Cowen Dr Suite C

Carbondale CO 81623-1656

Advisors at this office

1

Most active in

Colorado

Work history

10 years of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

Intuit

2024 - 2024 • 1 year

Mountain View, CA

Smith & Corbin Tax Associates, LLC

2023 - 2023 • 1 year

Basalt, CO

Viewline Resort Snowmass/DAVIDSON HOSPITALITYGROUP

2022 - 2025 • 3 years

Snowmass Village, CO

Tickmark

2017 - 2019 • 2 years

Miami, FL

ETC-Tax Services Inc

2016 - 2025 • 9 years

Basalt, CO

Avantax Investment Services, Inc.

2015 - 2025 • 10 years

Basalt, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

Brian L

CFP®, CFA®

Basalt, CO

Sherwood Wealth Management

Brian Littlejohn is a CFP® and CFA® credentialed financial advisor with 19 years of industry experience. He is the sole advisor at Sherwood Wealth Management, an independent firm based in Basalt, Colorado. His prior work includes roles at Opus Financial Solutions LLC and Sherwood Investment Management LLC. Sherwood Wealth Management serves a selective group of individual clients, providing comprehensive financial planning, investment consultation, and discretionary portfolio management. The firm employs a documented, disciplined process that incorporates fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client risk tolerances.

Wealth management General estate planning guidance General tax planning
user avatar

Antonio A

Series 63, Series 65

Glenwood Springs, CO

Antunes International Investment Management

Antonio Antunes is the sole advisor at Antunes International Investment Management in Glenwood Springs, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Antunes International Investment Management since 2007. The firm provides fee-only investment management and financial planning to individuals, trusts, and nonprofit organizations, with a focus on discretionary portfolio management and written financial plans. Its investment approach combines long-term strategic asset allocation with shorter-term tactical adjustments, using fundamental, technical, and cyclical analyses, and serves a notable international client base including charitable organizations.

Cash flow / budgeting Tax strategies for small businesses General estate planning guidance Real estate investing
user avatar

Bradley Z

Series 65

Carbondale, CO

Aspen Financial Solutions, LLC

Bradley Zanin is a Series 65 licensed financial advisor with 26 years of industry experience. He has been with Aspen Financial Solutions, LLC, an independent firm based in Carbondale, CO, since 2011 and also operates Cow Horse Productions, LLC. Aspen Financial Solutions provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, low-cost, index-based asset allocation strategy combined with options and diversified securities, managing approximately $17 million across 13 client accounts as a solo adviser.

Active portfolio management Options & derivatives strategies Passive / index investing
user avatar

Christopher R

CFA®, Series 63, Series 65

Basalt, CO

Ryan Investments

Christopher Ryan is a CFA® charterholder with 24 years of industry experience. He has been with Ryan Investment Management, Inc. since 2001. Ryan Investments serves high-net-worth individuals, nonprofit clients, and family offices by providing comprehensive wealth management and discretionary portfolio management. The firm employs a globally diversified, low-cost index fund and ETF strategy combined with a price-based, trend-following discipline and customized municipal bond portfolio management.

Active portfolio management
user avatar

Matthew O

Series 65

Basalt, CO

Ryan Investments

Matthew Owings is a financial advisor at Ryan Investments with 13 years of industry experience. He holds the Series 65 designation and has worked previously at M. Austin Investments, LLC and Equus Private Wealth. Ryan Investments serves high-net-worth individuals, nonprofit clients, and family offices, offering comprehensive wealth management and discretionary portfolio management. The firm employs a globally diversified, actively allocated approach using primarily low-cost index funds and ETFs, combined with a price-based, trend-following discipline and customized municipal bond portfolio management.

Active portfolio management
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