Meet Erik

 

Erik has over 20 years of experience in the financial services industry.  As a CERTIFIED FINANCIAL PLANNER™ Professional, Erik is committed to educating his clients so that they can make informed financial decisions.  As a fiduciary, he puts his clients best interests ahead of his own, while providing financial planning and wealth management services.

Erik is passionate in the research and implementation of (SII) Sustainable Impact Investing or (ESG) Environmental, Social, corporate Governance. This investment strategy may have the potential to reduce portfolio risk and could provide competitive outcomes, while striving to have a positive impact on our world. 

Background Erik was born in Jerome, Idaho and grew up in Salem, Oregon.  After nearly 10 years of Professional skiing in Colorado, he moved to the Tri-Cities in 1981. Erik spent 26 years as a business owner in the sporting goods industry, including research, ski design, manufacturing, marketing, and retail sales.

Erik is a Member of the Financial Planners Association, past President and current member of Tri-Cities Estate Planning Council.  He served as a Board Member for Three Rivers Community Foundation and attends Columbia Community Church and takes an active leadership role within his men’s ministries.

Erik has a deep love of God, family and country.  Erik has a passion for snow skiing and loves touring in his Porsche 911 with his wife Rose.  Erik enjoys a glass of Washington Red Wine or a dram of aged single-malt Scotch whisky and a fine cigar.

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Favorite food:

A dry aged USDA Prime thick cut Ribeye along with a Columbia Cabernet Sauvignon

Best piece of financial advice received:

Start saving for retirement at age 20 and carry no consumer debt

Favorite quote:

Don’t Make Excuses, Take Responsibility

Favorite book:

Wild at Heart by John Eldredge

Favorite movie:

Top Gun and Ford vs Ferrari (I love fast, high energy movies)

Favorite TV show:

Last Man Standing (I love comedy) and Blue Bloods (I love drama and family values)

Something on your bucket list:

(I have a few) Raft the Grand Canyon, spend a week helicopter skiing and drive the major race tracks on the West Coast in my Porsche 911

Place you’d most like to visit:

Take tours of Germany and Italy with my wife

Biggest accomplishment:

Raising two educated, highly motivated, successful sons