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Words to Live By
Whether you think you can or you can’t, you’re right.
Henry Ford
Client Experience Professionals
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About
Erik has focused his 15+ years of experience in wealth management on guiding clients to make intelligent financial decisions. His proven track record of success spans wealth management, insurance, and entrepreneurial ventures.
Erik spent the earlier part of his career in wealth management at Morgan Stanley Smith Barney and United Capital Financial Advisors. He then ventured into entrepreneurship, establishing a venture capital firm and a global insurance brokerage that deepened his expertise in alternative investments and downside protection techniques.
Erik is based in Las Vegas with his wife. When he is not immersed in the world of finance, he enjoys spending time on the golf course.