He focuses on providing wealth and asset strategies to attorneys and oil & gas employees and their families nationwide. Erik helps clients address their five biggest concerns:
� Making smart decisions about money
� Mitigating taxes with the help of their tax professional
� Providing for their heirs
� Retirement planning
� Protecting assets from loss, litigation and divorce
Prior t
o Edward Jones Erik worked with another private financial advisory firm where he helped hundreds of families work toward achieving their financial goals. Erik faithfully serves his clients using a consultative process to gain a detailed understanding of his clients' deepest values and goals. He then employs customized solutions designed to address each client's unique needs and goals beyond simply investments. Successful attorneys, oil & gas employees and their families work with Erik to:
� Develop and implement a comprehensive wealth strategy that empowers them to help realize their significant financial dreams
� Establish a plan to help take care of future generations in a tax-efficient manner so more money stays within the family
� Help make smart asset protection strategies in today's uncertain political, social, economic, and tax environments
Erik graduated from Coastal Carolina University with a BS in applied mathematics and a minor in sociology. He has gone to earn numerous professional designations including Behavioral Financial Advisor (BFA), Accredited Portfolio Management Advisor (APMA), and obtaining a Series 24 license. Let us help take away the worry and stress of planning for the future so you can spend more time doing the things you love. If you have any questions at all about our services, please contact me at the info below.
� Email: [email protected]
� Phone: 281-436-1450
