Erik is our firm’s director of planning services. In this role, Erik assists our advisors in the development and implementation of comprehensive financial planning for our clients. Erik has expertise in portfolio construction, research, and analysis, as well as monitoring clients’ financial situations.
Prior to joining Wealth Dimensions, Erik worked at UBS Financial Services for six years, developing and executing strategic financial plans to help the firm’s high-net-worth clients achieve their long-term goals.
Erik graduated from Xavier University with both a Bachelor of Science in Business Administration (BSBA), majoring in finance, and an MBA with concentration in finance. He also has his Certified Financial Planner (CFP®) designation.
Erik lives in Oakley and spends his free time attending concerts, exercising, and golfing.