Roseburg, OR Office

Erica Aitken is a Series 65 licensed financial advisor with Avantax Planning Partners, Inc. in Roseburg, OR, bringing two years of industry experience. She also serves as an assurance partner at Wicks Emmett LLP, where she manages assurance services and provides tax compliance support to nonprofit organizations. Additionally, Erica is the Treasurer of the Douglas County Music Association, overseeing the organization’s financial activities and tax filings. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses, delivering these primarily through a network of CPA firms and registered advisors. The firm employs tax-intelligent strategies and style allocation models overseen by an investment advisory committee, managing assets on a discretionary basis with periodic rebalancing.

Justin Smithhisler is a financial advisor with Avantax Planning Partners, Inc. in Roseburg, OR, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at Cetera Wealth Services, Moss Adams LLP, Aldrich Advisors, and JP Morgan Chase. In addition to his advisory work, he serves as an associate at Wicks Emmett LLP, providing assurance and tax services to individuals and nonprofit organizations. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing model-based style allocation strategies and discretionary portfolio management overseen by an Investment Advisory Committee. The firm operates within a larger corporate group offering access to a range of affiliated broker-dealer, investment adviser, insurance, and pension consulting services.