Erick takes the time to learn all he can about each client to gain a good understanding of their needs, goals and financial situation. He then applies his financial experience and attention to detail to develop an in-depth, comprehensive plan specific to each. He finds great fulfillment in knowing that his efforts can make a positive impact on their lives.

As a Certified Plan Fiduciary Advisor, Erick also assists business owners and corporate executives with their company retirement plans. He has the proficiency to help plan fiduciaries manage their roles and responsibilities.

Erick joined Raymond James in 2013 and has served as a registered associate, client associate and originally as an intern. He earned a Bachelor of Science in business administration with an option in finance from California State University, Chico.

Erick is from Durham, California, where he still lives today. In his free time, he enjoys spending time at Lake Almanor, hunting, snowboarding and serving as a youth football coach for the Pleasant Valley Junior Vikings.