As a well-established Investment Specialist, Erik works with many financial advisors and clients to provide them with valuable insight regarding investment advice including retirement and non-retirement savings. His guidance towards establishing more efficient futures for his clients has allowed them to live with great satisfaction and confidence.
Erik finds that as he takes his clients through the process of understanding their finances, they become appreciative and motivated to recognize the potential that their futures hold. He works hard to identify all aspects of a client’s finances and his or her risk tolerance and goals to create a unique strategy designed specifically for them.
Erik is a board member of the Boys and Girls Club of Perth Amboy.
Outside of the office, Erik enjoys time with his wife of 25 years and two kids. He has great interest in all kinds of sports including basketball, football, baseball, and hockey.
Education
- BBA Finance, University of Massachusetts
