Erica Bunnell , CFP®

Erica Bunnell is a Partner in the Chicago office, where she advises high-net-worth individuals, families, and institutional clients on the full spectrum of wealth management. With over 15 years of experience, her practice is particularly focused on the intersection of financial planning, estate planning, tax strategy, and trust administration — working with clients to build integrated plans that hold up under complexity and across generations.

Prior to joining Cerity Partners, Erica was a member of the team at Sheridan Road Financial, where she built a broad advisory practice encompassing financial planning, wealth management, and insurance solutions. She was deeply involved in client relationships from strategy through execution, helping clients navigate both day-to-day financial decisions and significant life events.

Erica thrives on complexity. Her clients often come with multi-layered situations — concentrated positions, inherited wealth, business transitions, or estate structures that span multiple entities — and she brings a multi-disciplinary approach to solving them. Her goal is to cut through the noise, give clients genuine clarity on their options, and help them act with confidence.

Outside of work, Erica is an avid exerciser — often running along the Chicago lakefront or finding herself in group fitness classes — her preferred way to clear her head and bring patience and perspective back to the people she serves.

Learn more about my practice.