About My Practice
I have been helping clients achieve their financial goals since 1991 with the following professional credentials:
Certified Financial Planner Professional™ (CFP®)
Chartered Financial Consultant, (ChFC)
Registered Investment Advisor Representative for Financial Management, Inc (RIA)
Certified College Planner Specialist, (CCPS)
As an independent planner, I create unbiased, customized financial-strategies, help integrate college and retirement planning and build, protect and transfer my client's wealth. I am committed to helping individuals, families and business professionals build financial independence while planning for education and retirement.
I specialize in working with a limited number of successful families, professionals and business owners providing independent and unbiased fee based comprehensive financial planning including retirement, college and business integration and investment advisory services through LPL Financial.
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 Industries 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:
Financial Planning Association, Member
Tri-City Area Regional Chamber of Commerce, Member
Tri-City Estate Planning Council, Sec/Treasurer
Columbia Community Church, Member
WSU Planned Giving Committee, Member
Three Rivers Foundations Board of Directors, Member
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63, 65
Life insurance: WA, OR, Health/disability insurance: WA, OR, Fixed annuities: WA, OR, Variable annuities: WA, OR, NM
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Certified College Planning Specialist, (CCPS)
Securities offered through LPL Financial, MEMBER FINRA/SIPC. Financial Planning offered through Financial Management, Inc, a Registered Investment Advisor and separate entity from LPL Financial.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.