AJ Erzen

Planning Associate

AJ Erzen

 

Office: 618.288.9505

Fax: 618.288.9506

Email AJ

AJ joined CarsonAllaria Wealth Management in March of 2020 as a Planning Associate. He is very passionate about being part of a fiduciary team focused on honesty, transparency, and unbiased advice.

“I believe developing a deep understanding of every client is the only way to provide optimal solutions. Real planning is a process, not a product.”

AJ was born and raised in Bethalto, Illinois. Growing up with 8 acres, he enjoyed all things outdoors like playing sports, fishing, riding ATVs, and riding dirt bikes. He later realized that his passion for helping others and always doing the right thing came from his parents, Dan and Marilyn, who are his true role models. AJ hopes to be as hard working as his father and as kind as his mother.

AJ and his wife, Sandy, live in Bethalto, Illinois. They have 3 sons, Miles, Hayden, and Cameron, and enjoy living in the Bethalto Community. Sandy is the dean of students at Trimpe Middle School and Civic Memorial High School.

“Our family loves spending time together, playing sports, enjoying the outdoors, and being active in the community.”

AJ has earned his Series 7 License, Series 63 License, Life & Health Insurance License, and is in the process of completing both the Series 66 License & his CERTIFIED FINANCIAL PLANNER certification™.

Credentials

  • Life & Health Insurance License