Erik helps to make sure clients have the right team put together to accomplish their goals. He coordinates with all the specialists essential in the creation, development, and ongoing management of a successful plan or strategy. Erik is dedicated to helping people grow and protect their assets through the utilization of customized financial strategies. Erik has been in the financial services industry since 2005. He earned the Accredited Asset Management SpecialistSM (AAMS®) designation from the College of Financial Planning located in Denver, CO.