Eryka Morehead

Founder, Collaborative Planning Group

Eryka has worked on behalf of families and family-owned businesses her entire life. Growing up, she worked on her parents’ Christmas tree farm. Throughout college, she worked for a family-owned business. And for nearly ten years, she’s worked in various positions in the insurance industry assisting families with everything from insurance needs to succession planning. After founding Collaborative Planning Group in February 2016, she now offers custom solutions for individuals and businesses that include insurance, estate, business and succession planning. By establishing herself and her company as a completely independent entity, she’s not limited to any one company’s offerings. She can choose the precise products that mitigate the risk of a family’s precise situation.