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Mary E
CFP®, Series 65
Bend, OR
Focus Partners Wealth, LLC
Mary Ericksen is a CERTIFIED FINANCIAL PLANNER™ professional with over 11 years of industry experience. She is currently with Focus Partners Wealth, LLC and has prior experience at Buckingham Strategic Wealth, LLC and Griffon Financial Planning, Inc. Mary is based in Bend, Oregon. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and corporate and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.
Antoinette L
CFP®, Series 63, Series 65
Bend, OR
Focus Partners Wealth, LLC
Antoinette Laferriere is a CFP® with 16 years of industry experience currently with The Colony Group, LLC. Her prior roles include positions at Buckingham Strategic Wealth, LLC and Griffon Financial Planning, Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients by providing comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
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