Bowman Financial Strategies

Clients Come First.

At the heart of our services is you. We specialize in crafting financial plans that minimize your taxes and maximize your benefits.

We Were Founded on the Principle That

Clients Come First.

Our goal is to help you achieve your dreams. A work optional lifestyle where you can do the things you want to do, where and when you want to do them...with the people you care about most.

We apply sound principals and years of experience to alleviate anxiety, help you feel confident using a proven process we call the 80/20 retirement formula

Financial planning without the headache.

Our retirement planning services, including 401k rollovers and IRA planning, are designed to provide you with a stable and fulfilling retirement.

Relationships & a holistic approach to retirement.

What makes us different from other advisory firms are the relationships that we build & the holistic approach we take to helping you prepare for retirement.

Our seminars offer clarity, not sales pitches.

Our retirement planning services, including 401k rollovers and IRA planning, are designed to provide you with a stable and fulfilling retirement.

Erik Bowman, RICP®, NSSA®

Wealth Advisor, Owner

Erik Bowman, RICP®, NSSA®, began his financial career in 2009 by founding Sun Energy Funding, transitioning to a significant role at a global financial firm as Regional Vice President. He then founded Bowman Financial Strategies to specialize in retirement transition planning, offering services like retirement investment and tax-efficient strategies. Erik, an experienced financial planner with significant accreditations, focuses on empowering clients towards a confident retirement.

Erik, also an accomplished public speaker, has been sharing his expertise in workshops since 2012, covering essential retirement strategies for over 1,000 attendees. He further educates through the Uncommon Cents podcast, discussing crucial retirement planning topics.

Before his financial career, Erik graduated from the University of Colorado with a BS in Business Administration and a notable military distinction. His military service began as a combat medic in West Germany (1986-1989), where he earned the Army Commendation Medal for saving a young boy's life. He was later commissioned as an Armor Officer through the University of Colorado's Army ROTC program, serving until 1998. Erik's military experience instilled in him a profound sense of duty and leadership, qualities that permeate his professional life.

Erik is a dedicated family man, married to Heidi for over 25 years, with whom he shares four children. They reside in Castle Pines, CO, enjoying music, outdoor activities, and travel.

Meet The Team

Hailey Loveday

Director of Planning

Hailey graduated from the University of Northern Colorado in 2018 with a bachelor's degree in business management and a minor in finance. After graduation, she worked at Charles Schwab for 4 years. While working there, she held multiple roles, such as a Financial Service Representative, Retirement Team Specialist, and Identity Theft Protection Specialist. Hailey joined Bowman Financial Strategies in April of 2022 as Director of Planning. "I love working with a smaller client base and getting to know each client individually. It allows me to tailor our clients' retirement plans to their needs or desires as they enter the next chapter of their lives." Outside of work, she spends most of her time outdoors. Hailey lives in Elizabeth, Colorado with her husband and daughter, Allison, who was born in 2023. "Our property keeps us very busy, and I spend a lot of time with my family, riding our horses, caring for our small menagerie of animals, camping, and exploring new places!"

Heidi Bowman

Marketing and Client Care Manager

Heidi’s career began in law assisting partners in a Boulder firm which required extraordinary attention to detail relating to work product for high-profile clients. She was also a bookkeeper and administrator for an attorney in Boulder for several years. Heidi became well versed in the finance industry while working alongside Erik at a global financial firm. While there, she also was the assistant to three other regional vice-presidents.

At Bowman Financial Strategies, Heidi is a driving force, creating the welcoming, secure environment clients enjoy today! Heidi “knows no stranger” and enjoys coordinating our events and on-going seminar series. She helps our BFS client-family celebrate milestones and views walking alongside clients through life events a privilege.

Heidi has invested in her community with hundreds of volunteer hours in schools, at food banks, through participation with local Chamber events, and her five-year term representing the City of Castle Pines on Douglas County’s Arts and Cultural Council. Heidi’s efforts resulted in the directing of funds, raised with a State penny-tax, to help support non-profit organizations that enrich the lives of fellow Douglas County residents. With four children, there is rarely a dull moment outside of the office, which Heidi relishes!

Gretchen Rierson

Operations Manager

Gretchen received a BA in Biology from Colorado College, working over the years in various aspects of IT and computer programming. Gretchen is married with two children, ages 17 and 19. She joined BFS in 2018. "I enjoy meeting new clients and interacting with the amazing current clients we have!"

When not helping our clients, she is an active volunteer for the 4-H horse program in Douglas County. She has two horses and enjoys riding with family and friends near Chatfield Lake as often as possible. She also enjoys hiking, camping, and traveling.

Brandon Metcalf

Client Service Advisor

Brandon is our Client Service Advisor with Bowman Financial Strategies. Primary duties include implementing our brokerage investment strategies, managing client cash flow, and helping clients in a multitude of service roles. He attended the University of Nebraska, graduating with a degree in Business Economics. Brandon worked at Union Bank and Trust in Lincoln, NE for five years. He also worked at Modern Woodmen Life Insurance Company prior to joining Bowman Financial Strategies. He enjoys sports, having grown up playing football, basketball, and golf. "I love to get out on a golf course with some friends and as a newer Colorado resident, I am excited to get into the mountains to ski/snowboard and hike. My lazy weekends consist of watching my favorite sports teams, TV shows, and movies."