Erik Selness, CFP^®, CPFA

Erik focuses on providing comprehensive financial and investment planning for his clients to meet the unique goals and circumstances of each individual and their family. He also acts as advisor to corporate retirement plans.

His professional designations include CERTIFIED FINANCIAL PLANNER™ (CFP^®), Certified Investment Management Analyst® (CIMA®), certification and the Certified Plan Fiduciary Advisor (CPFA).

Throughout his career Erik's goal as a financial advisor has been to be a knowledgeable and trusted resource for his clients, providing straightforward advice and achieving results in today's complex financial world. As a CFP^® practitioner, Erik's process is centered on bringing a comprehensive approach to his client's financial strategy helping to provide solutions in the areas of investment management, asset preservation, asset allocation, retirement planning, education planning, income strategies, estate and legacy planning.

Erik has 16 years of experience as a Financial Advisor, beginning his career at Morgan Stanley and then Wells Fargo Advisors before joining Dogwood Wealth Advisors in 2015. He has a bachelor’s degree in history from Tulane University.

Erik is active in the community and supports several organizations that champion animal welfare, environmental preservation, education, and children’s causes. Erik enjoys spending time with his family and friends, travel, hiking, and cooking Italian cuisine.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Raymond James Financial Services Advisors, Inc. (“RJFSA”) and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor's Pros geographic region. RJFSA and its affiliates (collectively, “Raymond James”) do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.