As an independent Financial Planner, I create objective, customized financial solutions to help build, protect and transfer my client’s wealth. I am committed to helping individuals and families build financial independence, while improving the quality of their lives with strategies that include sustainable investments.
Making smart decisions is the key to successful retirement. Unfortunately this remains a dream for many.
Over the years and working with hundreds of families, I have seen firsthand the difference of making financial decisions made with those that have a written financial plan and a integrated retirement investment strategy. I have seen this make retirement dreams become realities.
Since 1991, I have been helping clients with wealth accumulation strategies that support their retirement dreams. Over the years and working with hundreds of families, I have seen firsthand the difference of making financial decisions made with those that have a written financial plan and a retirement investment strategy. This is often the difference in making retirement dreams become realities.
Professionally, I received my CERTIFIED FINANCIAL PLANNER™ designation (CFP®) in 2010 and my Chartered Financial Consultant (ChFC) designation in 2003. These professional designations indicate my knowledge, experience and ethics to help guide my clients to achieve retirement and estate planning dreams.
I specialize in working with higher net-worth clients providing independent and unbiased fee based comprehensive financial planning and investment advisory services including:
- Investment Risk Analysis
- Investment Tax Strategies
- Asset Allocation Strategies
- ESG Model Portfolios
- Retirement Planning
- Estate Planning
- Trust Planning
- Fossil Free Investments
- Wealth Accumulation
- Wealth Preservation
- Wealth Transfer
- Sustainable Investing
Personal Information and Community Professional Involvement
Erik was born in Jerome, Idaho, and grew up in Salem, Oregon. He moved to the Tri-Cities in 1981 after 10 years in Colorado. Erik started in the Financial Services Industry in 1991 after 26 years of experience in business and the sporting goods industry (research and design, manufacturing, marketing, professional skiing, and retail sales), and now resides in Richland with his wife Rose and two sons Trevor and Bryce.
Erik is active in numerous community and professional organizations, including:
- Columbia Community, Church Member
- Three Rivers Foundation, Board Member
- Financial Planners Association, Member
- Tri-Cities Estate Planning Council, Member