Erik is a private wealth Advisor with Independence Square Advisors. He has a Bachelor of Science degree in Finance from Saint Joseph’s University.
Erik has enjoyed helping his clients work toward their Financial Goals for more than twenty years. Recently, he has been awarded the 2015, 2016 & 2017 5 Star Wealth Manager Award*. His securities registration includes series 7, 52, 63 and 65 held with LPL Financial. He also holds insurance licenses for fixed and variable products (Life, Health, Variable Annuities and Variable Life).
Whether financial goals are long term ( retirement and Legacy planning ) or shorter term ( ongoing Asset management and Risk mitigation), Erik takes pride in focusing on each client’s specific requirements, while delivering a full range of investment planning strategies tailored to their unique needs.
Erik enjoys being active in the community, working with Philabundance, and has been coaching basketball and baseball for more than a decade. Erik also enjoys boating, scuba diving, traveling, playing guitar and piano, and most importantly, spending time with his Family.
He lives in Haverford township, PA with his wife and three boys.
* Award based on 10 objective criteria associated with providing quality services to clients. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.