Erik has more than a decade of experience in the financial service industry, joining Raymond James Financial Services, Inc. in 2011. Erik focuses on building and maintaining strong relationships with individuals, families, retirees and local business owners. He is dedicated to his client’s best interest and is well versed in financial analysis, asset allocation, portfolio management, taxes and retirement & estate planning strategies. Erik is able to help his client’s pursue their goals through knowledge, superior guidance and service. He holds Series 7 and 66 securities licenses, as well as Life, Variable, and Health Insurance licenses.
Erik earned his bachelor’s degree in business at Aurora University, where he was recognized as a Dunham Scholar. He played collegiate NCAA basketball for four years. After graduation, Erik joined Edward D. Jones & Co. as a financial advisor.
Erik is a native of the Fox Valley Area and lives in Crystal Lake with his beautiful wife Kathryn and their two young children. Erik is active in his community through his church, the local Rotary Club and the Environmental Law & Policy Center (ELPC). In his free time Erik can be found spending time with his family, fishing, reading and painting.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.