Erik works with Dentists, Small business owners, and Individuals helping them implement strategies to pursue financial independence, so they can enjoy their return on life.
Whether it is creating a qualified plan strategy to help reduce taxes, or a non-qualified plan to help attract or keep valuable employees he always has the best interest of the client at mind. He has vast experience in the utilities of Life insurance disability Insurance and Long-Term Care within a financial plan.
Erik serves as a Fiduciary and Registered Investment Advisor for clients of the firm and is also affiliated with Sagepoint Financial Advisors, Inc. Erik earned a BA degree in History from California State University at San Marcos (CSUSM). He holds Security registrations in several states including AZ, CA, FL, IL, MN, TX, UT, and Investment Advisory registrations in AZ, CA, IL, TX, MN. He holds FINRA securities licenses: Series 6, 7, 24, 63, 65 as well holding life and health licenses in Texas, California, and Utah.
Erik is married to his beautiful wife Kristina, and they have two daughters ages 11 and 7. He enjoys being outside and specifically fishing, playing basketball, or going on family hikes. He really enjoys coaching his two daughters Kylee (11), and Kenzee (7) in basketball and soccer. He also has the pleasure of volunteering for a local non-profit soccer club (Boerne Soccer Club) and currently holds the position of Secretary.