Erick brings attention to detail and compassion to his role as an advisor, building strong relationships with his clients that place their needs and goals at the forefront. He takes the time to truly get to know each one and understand what they want from each of their investments. His approach focuses on long-term, sustainable growth that helps farmers, business owners and retirees plan for their financial futures with confidence and excitement.
Prior to joining Raymond James, Erick attended Chico State, where he earned a business degree in finance. He holds both the Certified Financial Planner® certification and the Certified Plan Fiduciary Advisor designation, demonstrating his ongoing commitment to education and growth as a professional. Advisors with these credentials are held to a high standard of excellence and are required to participate in ongoing education in order to maintain them.
On a daily basis, Erick provides comprehensive financial planning, investment management, portfolio construction and corporate retirement plan services to his clients. He takes time to meet with them regularly, holding detailed conversations about their present goals and long-term aspirations.
Outside the office, Erick enjoys traveling with his family, visiting national parks, duck hunting with his dogs, trying to break 100 on his golf game and planning his next home improvement project. Originally from Durham, California, he still lives there today with his wife, Mikaela, his daughter, Sienna, and his dogs, Ford and Ranger.
