History:

With over 40 years of experience, AWEfinancial is an independent financial services firm. Originally established in Sioux Falls, SD in 1994 by Jerry Awe, with a second office opened in Bozeman, MT by Jerry’s daughter Sydney Rick, in 2011. Kim Erkonen has been involved in the operations since 2001, now taking an advisory role in the Sioux Falls office as Jerry retires.

Mission:

Our client-advisor relationships are built on honesty, integrity and trust. Through these values we work independently, using a wide range of Insurance and Investment products, to ensure the success and stability of your financial future. Ultimately providing you the opportunity to grow and protect your wealth.

Process:

Our approach is team focused beginning with an understanding of your personal and business concerns.  After an in-depth analysis of your current situation, we then identify and (prioritize your financial needs and goals to) make recommendations to meet your needs through the use of financial and/or insurance products. Once decisions have been made we then monitor and adjust strategies as needed.


Sydney Awe

Sydney Rick, LUTCF® - Advisor

Sydney has been providing financial service and advice to individuals and businesses since 2006.

She moved to Bozeman, MT in 2002 with her husband, Dan, to escape the humidity and mosquitoes of the Midwest.  In 2006, Sydney followed her father Jerry’s footsteps and began her career in financial services with a large Fortune 500 Company in Bozeman.  Quickly, she learned that this company didn’t have all the solutions that her clients needed and in 2011 she partnered with her father to open the AWEfinancial office in Bozeman.

As a professional, Sydney has created a successful practice founded on ethics, accessibility, honesty and knowledge.  Referrals and repeat clients are the best measure of this statement and is truly how her growing practice thrives.  

 

Kim Erkonen - Advisor

Kim has been working in the financial services world since 1995, and began working with Jerry in 2001 as his Office Manager.  She took a couple of years off to focus on raising her family, returning in 2009 and in 2016 has taken over as the active Financial Advisor in the Sioux Falls office as Jerry begins the process of retirement.

Born and raised in SD, Kim understands the commitment to education, hard work, community and building strong relationships. It is this platform that has garnered her success in helping her clients navigate their financial road maps.

Kim and her husband, Scott have four children and have made Brandon their home for nearly 20 years.  Sharing their blessings with others is foundational to their family, and they are active in their local church and serve on several non-profit boards.


jerry-bio.jpg

Jerry Awe, CLU® ChFC® AEP®- Advisor

 

Jerry has been providing insurance and financial planning services to individuals and businesses since 1976. As the founder of AWEfinancial in 1995, Jerry has built many tremendous client relationships in the financial services arena. Today Jerry’s focus is mentoring the successful practice transfer of AWEfinancial to both Sydney and Kim. 

When not engaged in these activities, you can find Jerry enjoying his many outdoor endeavors such as golfing, hunting and fishing to name a few. In addition to that fun, along with his wife Susan for the past 42 years, they raised two great children that now allow them to experience the fun and joy of their three grandchildren.

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