With over 25 years of experience, Erik is dedicated to providing clients with the finest individually tailored approach to financial and investment strategies. At the heart of Erik's philosophy is a passion to build enduring client relationships through his commitment to providing outstanding guidance and service.

Erik joined Merrill Lynch Wealth Management in 2002.  He attained the Chartered Life Underwriter^® (CLU^®) and the Chartered Financial Consultant^® designation (ChFC^®) from the American College. These designations demonstrate a commitment to the essentials of wealth management planning, including insurance, income taxation, retirement planning, investments and estate planning services. 

Within Merrill, he has earned the Retired Benefits Consultant designation.  As a Retirement Benefits Consultant, he offers provide access to Fiduciary Advisory Services to Defined Contribution opportunities (i.e. 401k, 403b, ESOP, profit-sharing), including those with $10 million or greater in plan assets.  He is also a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. 

Erik advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, liability management, tax minimization, and asset preservation with a specific emphasis on helping to assure a lifetime, retirement income stream. 
 
He works with businesses and individuals through every step of their financial life cycle. Erik works with his clients to develop a robust wealth management strategy, focusing on in-depth financial solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals and a relationship that is built on trust. Erik has experience developing and successfully implementing financial strategies that range from asset accumulation to the efficient transfer of a business or individual's wealth.

Erik offers personalized services that address:

 ∙  Retirement Planning
∙  Trust and Estate Planning services working with family tax accountants and attorneys
∙  Corporate cash management solutions
∙  A wealth of experience designing and refining company sponsored 401(k)/Retirement plans
∙  Business transition planning
∙  Individual wealth preservation and insurance planning strategies

Erik graduated from James Madison University. He lives in Williamsburg, VA with his wife, Emily, sons, Andrew and Alex and their dogs, Clover and Penny.