Erick, a registered associate, is passionate about the opportunity his career affords him to make a positive impact on the lives of those he serves. By employing a team-oriented approach to financial planning, Erick is able to provide his clients with comprehensive financial plans specific to their unique needs. He applies attention to detail and compassion to his daily work, and always strives to understand his clients’ current situations so that he can best help them pursue their long-term goals.
Erick began his financial services career as a Raymond James intern in 2013, serving in that role for three years before joining the firm full time in 2016. He first held the role of client associate for his team before becoming a registered associate in 2017. Erick earned his bachelor’s degree in finance from California State University, Chico.
Originally from and currently living in Durham, Erick enjoys spending his free time at Lake Almanor as well as snowboarding, hunting and traveling. He stays active in his community through his volunteer work as a youth football coach for the Pleasant Valley Jr. Vikings.