Erik Ogard serves as Chief Investment Officer for WealthPlan Group, overseeing the management of approximately four billion US dollars.

Erik has spent nearly 30 years in the asset management industry managing institutional retirement plan assets for some of the largest pension plans in the world. He has developed expertise in the areas of security selection, risk management, and asset allocation. Erik has a passion for the workings of the economy and capital markets. In his past positions, he has managed over seven billion in traditional US equity investments as well as over seven billion in alternative asset investments. Erik has been a featured speaker at industry conferences as well as a guest on CNBC and Bloomberg television.

Erik earned his BA in Political Science from Pacific Lutheran University and his MBA from Willamette University. Additionally, he holds the Chartered Financial Analyst (CFA) designation. Erik enjoys spending time with his family (wife Diane and children Matt, Grant, and Abby), walking his beloved Golden Retriever “Griffey” as well as staying fit, mountain biking, and snow skiing in his spare time.