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 principles and years of experience to ease anxiety and help you feel confident, using a proven process that focuses on the decisions that matter most.

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®, CTS™

Founder & Wealth Advisor

Erik Bowman, RICP®, NSSA®, CTS™, is a seasoned wealth advisor and the founder of Bowman Financial Strategies, a boutique firm dedicated to guiding clients through the complexities of retirement planning. Erik began his career in 2009 as CEO of Sun Energy Funding, a renewable energy financing company. His passion for helping individuals achieve financial security led him to a role as Regional Vice President at a global financial firm, where he managed and mentored a team of 20 financial advisors. In 2016, Erik established Bowman Financial Strategies in Englewood, Colorado, to focus on personalized retirement transition planning, emphasizing tax-efficient strategies, Social Security optimization, pension planning, and risk management.


As a fiduciary, Erik adheres to the Department of Labor’s fiduciary standard, ensuring that all advice prioritizes clients’ best interests. His mission is to simplify complex financial concepts and create clear, actionable roadmaps, tailored to each client’s unique goals, helping them maximize retirement income while minimizing tax burdens. Erik’s firm offers comprehensive services, including investment advisory through CreativeOne Wealth, LLC, tax planning, legacy planning, philanthropic planning, and wealth management aligned with clients’ risk tolerance. His expertise has been recognized through accreditations like the Retirement Income Certified Professional (RICP®), National Social Security Advisor (NSSA®), and Certified Tax Specialist (CTS®), equipping him to navigate intricate retirement landscapes.

An engaging public speaker, Erik has been educating audiences since 2012 through workshops and seminars. He provides practical insights on retirement planning, tax strategies, pension and Social Security planning, empowering pre-retirees, and retirees to make confident decisions. Erik also hosts the Uncommon Cents podcast, offering actionable tools for a secure retirement, and shares educational content via YouTube and Facebook. His thought leadership extends to publications in Kiplinger and his book, ‘The Retirement Tax Revolution,’ which explores tax-efficient retirement strategies.


Before his financial career, Erik earned a BS in Business Administration from the University of Colorado and was the Distinguished Military Graduate in his class. His years of service began as a combat medic in West Germany (1986–1989), where he received the Army Commendation Medal for saving a young boy’s life. In December 1994 he was commissioned as an Armor Officer through CU’s Army ROTC. Serving through 1998, these years further cultivated a deep sense of duty, leadership, and responsibility that defines his client-focused approach today.


Erik and his wife, Heidi, have raised four children and enjoy family time, community involvement, good food, outdoor activities, music, and travel. For folks contemplating the challenging choices retirement presents, Erik’s expertise and commitment to clear, honest guidance make him a trusted partner in building a confident financial future.

Meet The Team

Heidi Bowman

Co-Founder/Manager of Client Care & Events

Heidi’s professional career began in the legal field, supporting partners at a prominent Boulder law firm, where she developed an exceptional attention to detail while serving high-profile clients. She later worked as an administrator and bookkeeper for a semi-retired Boulder attorney, further strengthening her organizational, financial, and client service skills.


Heidi expanded her knowledge of the financial services industry while working alongside Erik at a global financial services firm, where she also provided administrative support to three additional regional vice presidents. These experiences helped shape the leadership, client care, and operational expertise she brings to Bowman Financial Strategies today.


At Bowman Financial Strategies, Heidi is a driving force behind the warm, welcoming environment clients have come to value and trust. Known for her genuine ability to connect with people, Heidi “knows no stranger.” She oversees client events, informational seminars, in-office gatherings, and special celebrations that foster lasting relationships and a strong sense of community among the firm’s client family. Whether celebrating a milestone, offering encouragement during a life transition, or simply making sure every client feels known and appreciated, Heidi considers it a privilege to walk alongside individuals and families through life’s seasons.


A passionate community advocate, Heidi has dedicated hundreds of volunteer hours to local schools, food banks, chamber organizations, and other community initiatives. She proudly served a five-year term representing the City of Castle Pines on Douglas County’s Arts and Cultural Council, supporting efforts that provided funding to nonprofit organizations that enrich the lives of Douglas County residents through Colorado’s Scientific and Cultural Facilities District (SCFD). She also has a special place in her heart for Backpack Society, which supports students, families, and schools. Her commitment to service reflects her belief that strong communities are built through meaningful engagement and a willingness to give back.



Outside the office, Heidi’s greatest joy is her family. She and her husband, Erik, have been married for more than 32 years and have built a life centered on family, faith, and meaningful relationships. As the proud mother of four children, Heidi embraces the energy, adventure, and occasional chaos that come with a busy household. She enjoys connecting with friends and neighbors, creative pursuits, traveling and exploring new places, and spending time in the kitchen. Whether in the office or in the community, Heidi is known for her warmth, sincerity, and genuine interest in helping people feel seen, valued, and supported.


Brandon Metcalf

Sr. Advisor

Brandon’s primary duties include implementing our brokerage investment strategies, managing client cash flow, and helping clients with 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 has five years of banking experience, one year of life insurance experience, four years of financial advising and retirement planning. He chose Bowman Financial Strategies because of its whole picture approach to retirement and the ability to strategically work with each client to meet their many diverse needs. “My role is to help clients enter retirement with a game plan, not just a collection of disconnected accounts.”



He enjoys sports, having grown up playing football, basketball, and golf. Being fairly new to Colorado, Brandon enjoys meeting new people and traveling to the mountains to hike, snowboard and ski. His weekends consist of watching his favorite sport teams or catching a new movie.

Hailey Loveday

Director of Operations

Hailey works closely with individuals and families to help turn their financial goals into clear, personalized retirement strategies.


She graduated from the University of Northern Colorado with a bachelor’s degree in Management and a minor in Finance. She began her career in the financial services industry with Charles Schwab, where she spent four years gaining experience in several roles, including Financial Representative, Retirement Specialist, and Identity Theft Protection. Her time at Schwab gave her a strong foundation in client service, retirement planning, investment accounts, and helping clients navigate important financial decisions.


Since joining Bowman Financial Strategies in April 2022, she has become an integral part of the firm’s planning process. She helps clients evaluate the many pieces that go into retirement including investments, income, tax strategies, health care, legacy and long-term financial goals. She also plays an active role in developing the firm’s planning processes and training team members.


Hailey has also passed the Series 65 exam, expanding her knowledge and ability to serve clients throughout the financial planning process. Her goal is for clients to leave the planning process feeling informed, confident, and comfortable with the direction of their financial future.


Outside of the office, her life is busy in the best way. She and her husband, Chad, are raising their two young children and enjoy life on their Elizabeth property surrounded by a menagerie of animals. When she isn't working or chasing kids and animals, you'll often find her spending time with family or working on something around the property.



Hailey believes financial planning is about more than numbers and investments. It’s about creating a life you enjoy today while building a strong foundation for the years ahead. She brings that perspective to every client relationship, helping families feel confident about their financial future while making the most of the life they’re living now.

Matthew Bowman

Manager of Planning

Matthew officially joined Bowman Financial Strategies in July 2025 after spending several summers interning with the firm while completing his education. He graduated from Colorado State University in 2025 with a bachelor’s degree in Economics and a minor in Business Administration.


Matthew brings a technical and investigative mindset to his work. He enjoys digging into the details, asking questions, and working through a problem until it truly makes sense. He also values the opportunity to work directly with clients, whether by phone or in person, helping answer questions and making the financial planning process feel clear and approachable.


Since joining the firm, Matthew has gained valuable experience across the business and says he has learned as much about people and relationships as he has about financial services. Working alongside a close-knit team, including several family members, has given him a unique perspective on the importance of collaboration and the shared commitment to serving clients well. He is grateful for the opportunity to continue learning and growing with Bowman Financial Strategies.


Outside of work, Matthew is an avid sports fan. He cheers for the Los Angeles Chargers in football and the Minnesota Timberwolves in basketball (teams he readily admits are not always the easiest to defend). If you want to talk about sports, Matthew is always happy to join the conversation.


He is excited about the future at Bowman Financial Strategies and looks forward to continuing to learn, build relationships, and grow alongside the team.

Gretchen Rierson

Manager of Operations

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. She joined Bowman Financial Strategies 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.

Donna Peace

Manager of Brand & Communications

Donna brings more than a decade of experience in nonprofit leadership, fundraising, strategic communications, community engagement, and relationship development to Bowman Financial Strategies. Her connection to the firm began as a client, giving her a unique perspective on the Bowman experience and a firsthand understanding of the importance of building genuine, trusted relationships with the people they serve.


Before joining Bowman Financial Strategies, Donna served as Executive Director of the American Lung Association in Colorado, where she led statewide initiatives, developed community and corporate partnerships, guided fundraising efforts, and worked closely with volunteers, board members, donors, and organizational leaders. 


Donna is especially passionate about people. She believes the strongest organizations are built on genuine relationships, thoughtful communication, and a commitment to making people feel valued and heard. At Bowman Financial Strategies, she brings that same approach to strengthening relationships with clients and the community while supporting the team and the firm’s continued growth. Having experienced Bowman Financial Strategies first as a client, Donna understands the trust that comes with inviting a financial team into your life and future, and she brings that perspective to everything she does.



Outside of work, Donna enjoys spending time with her family and her three grandchildren, hiking, and exploring Colorado. She loves creating meaningful memories, bringing people together, and finding new places to explore.