Erik joined the firm in 2018 as a paraplanner and now serves as an Investment Representative. In addition to general financial planning, he leads investment research and assists with client meeting preparation and follow-up.
Prior to joining our team, Erik worked as a banker at JPMorgan Chase, focusing on small business banking needs.
Erik earned his BA in Economics and Political Science from Indiana University-Purdue University Fort Wayne in 2015. He currently holds his securities registrations with LPL Financial, as well as state insurance licenses. Additionally, he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2022.
Outside of the office, Erik and his wife, Lauren, enjoy spending time with their daughter and son, dog, and two cats, as well as hiking, kayaking, fishing, hunting, and enjoying the outdoors.