Erik joined the team in 2020 through the acquisition of StratWealth, bringing over 12 years of industry experience. As a Certified Financial Planner™, he focuses on partnering with high net worth individuals and families to create comprehensive plans that successfully help them meet their overall wealth goals.
Previously, Erik held various positions at Fidelity Investments, serving as a financial consultant after several years as an investments and financial representative.
In his spare time, Erik enjoys golfing year-round and snowboarding in the winter. He currently resides in Annapolis, MD with his wife, Jillian, and their dog.
Previous Experience
- Financial Consultant at Fidelity Investments
- Investments Representative at Fidelity Investments
- Financial Representative at Fidelity Investments
- Investment Advisor Representative at AXA Advisors LLC
Education & Credentials
- BS, University of Central Florida, Business Administration – Finance
- Certified Financial Planner™ (CFP®)
- Series 66 license
- Life, Accident, and Health licenses
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
