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Erik Hofstrom CFP®
CERTIFIED FINANCIAL PLANNER™
Erik@Livswell.com
Erik Hofstrom, Certified Financial Planner™, believes that retirement is a new beginning and financial planning in a post-career environment is some of the most challenging and rewarding work available to any professional in his industry. While managing and growing his general financial planning practice, he saw a particular need for retirees and financially independent individuals and focused all his firm’s energies on this group. A graduate of Penn State University, Erik joined LPL Financial in 2005 to build a practice where he could dedicate himself to helping people build better lives and understand the importance of financial security. Today, Erik is also a general securities principal through LPL Financial and supervisor to other financial planners in the area. Erik resides in Charleston, South Carolina with his wife Melanie and their two sons.
Melanie Hofstrom
RETIREMENT LIFESTYLE COACH
Melanie@Livswell.com
Melanie is a lifelong teacher, trainer, manager and advocate for what is possible in another person’s life. A longtime educator and school administrator, she has dedicated herself to moving young people towards a future beyond what they envisioned for themselves. Now committed to personal performance and leadership coaching, she consults with career professionals and retirees on discovering their purpose, accessing their power and creating the lives that truly serve them and the people they love.
A graduate of William Smith College, Melanie holds a master’s degree from the Citadel and served as Principal of a local primary school. Today, she splits time between Livswell, her private coaching practice, and her role as a positive climate coach for the Charleston County School District, providing comprehensive and coordinated learning supports for all students and teachers. She is married to Erik, with whom she shares two beautiful children and a passion for travel and authentic experiences, wherever and whenever they occur.
Dawn Wallis
BUSINESS DEVELOPMENT & CLIENT RELATIONS
Dawn@livswell.com
A native Virginian, Dawn is thrilled to make her home in Charleston. Dawn’s background is in marketing, business consulting, and non-profit management. She’s focused on providing clients with the encouragement and inspiration to reach their goals. Every day, she’s determined to reflect joy and express positivity and gratitude. Dawn has a B.S. in Business Administration and Leadership from Liberty University. She is a published writer and has recently completed her first novel.Dawn is mom to three grown children and one fur-kid, Bella. She enjoys laughing, reading, and spending time outdoors and at the beach with her husband, Nic.
Don Allen
LPL REGISTERED PRINCIPAL
Don, a Navy veteran with twenty years of industry experience, knows that the investment process can make a significant impact on results. After experiencing three bull and two bear markets he understands how financial markets move and works with his clients to help see them through and work towards benefiting from market ups and downs. In 2015, Don joined Livswell in order to add additional services and experience to his practice and to join a team focused on helping him take care of his clients.
Don and his wife of almost 30 years who will soon complete her Doctorate in Nursing, have lived in Charleston, South Carolina for many years. Don has served as President of the Goose Creek Rotary Club and is a longtime member of the Exchange Club of Charleston who own the Coastal Carolina Fair. In his free time he enjoys surveying the sky with his telescope, studying history, and with his wife, visiting their three children now living in Colorado and California.
1As reported by Financial Planning magazine, June 1996-2018, based on total revenue.
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