Erik is a seasoned financial advisor with a Bachelor’s degree in Economics from Arizona State University. He holds Series 7, Series 63, Securities Industry Essentials Examination (SIE), and Series 6 licenses, in addition to being recognized as an Investment Advisor Representative, reflecting his commitment to serving clients’ financial needs.
With a remarkable track record of 6 years at Target Retirement Services, Erik has successfully built a diverse portfolio of clients, each guided by his unique and tailored investment strategies. Prior to his tenure at Target Retirement Services, he gained valuable experience at Forester Financial and Cambridge Financial Services. Erik’s ambition and strategic acumen have enabled him to make rapid advancements in the financial industry, a testament to his dedication and skill. What truly sets Erik apart is his alignment with core family values, both personally and professionally. He is deeply honored to represent a company that shares his fundamental principles. Erik’s contributions have already made a significant impact on Target Retirement Services’ operations, enhancing his value to both the company and his clients.