Erik is a Planning Operations Manager and Client Relationship Manager. Erik earned a B.S. in Accounting and Finance, Summa Cum Laude, from Franklin Pierce University, and was his class Salutatorian. He also holds the Certified Financial Planner (CFP®) designation. Erik wears many hats, often tackling the most complex issues. He assists in financial planning for our clients and in the preparation of client meetings, as well as directly advising clients. Erik enjoys traveling, cooking, craft beers, trivia, disc golf and time with friends and family.