Five Star award winner Erika Stein

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Twin Cities Five Star award winner
            
            PROFESSIONAL PROFILE
                            
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Erika SteinPrincipal, Managing Partner
Morrison Sund PLLC
5125 County Rd 101 Ste 200
Minnetonka, MN 55345
Office: 952-975-0050
estein@morrisonsund.com
www.morrisonsund.com
Professional ApproachErika focuses her practice on estate planning, wealth transfer strategy, tax
planning, probate and trust administration, business succession planning
and providing general legal counsel for closely held businesses. Erika works
closely with clients to structure a customized estate plan for each unique
situation, working to meet client objectives in a tax-efficient manner

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        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria).9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 15  Twin Cities-area investment professionals with the Five Star Investment Professional award.