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Macdonald Financial Services - Loveland, CO

Call Us: (970) 667-2950

Erika Agard

Erika Agard

Financial Consultant, CFP®


Erika has been in the financial planning industry since 2014. Her background includes comprehensive financial planning in areas from risk management, to wealth accumulation and estate planning strategies. Erika enjoys working with people to create strategies that work for them to achieve their version of financial security, whatever that may be.


Erika attended Colorado State University where she received a Bachelor of Science in Financial Planning. Since then, she has obtained several licenses in insurance and investment planning.



Originally from Nevada, Erika moved to Colorado to go to school and decided to call it home after graduating. Currently, it's just her and her little dog, Mojo.


Getting out and being with others is what Erika enjoys most - whether it's a country concert, sporting event, or casual hangout.