ABOUT US

An entrepreneur and driven to succeed at a very young age, Erik earned his real estate license while still in high school. During his college years, he owned a karate studio, sold real estate, and graduated with a degree in Real Estate and Finance inside of 4 years from Georgia State University. After graduation from college, Erik used his gift and passion to teach goal setting and asset allocation to clients as he toured nationally with well-known investment bank Merrill Lynch. Erik moved from Atlanta to San Francisco in 1994, working with founders of technology companies. Four years later, Erik resigned from Donaldson Lufkin & Jenrette, and realized his dream of building a company focused specifically on the investment needs of high net-worth individuals.

Erik believes the most critical component in building and maintaining multi-generational client relationships is a commitment to personal goals through detailed planning and regular meetings to stay on track. "Our clients' personal goals, objectives and day-to-day financial needs are of the utmost importance to us," says Erik.

Erik naturally relates to people from a wide range of backgrounds. He works with business owners, doctors, retirees and professionals from many industries. Distance is no barrier to building authentic relationships as it is for traditional brokers; Erik’s King Air Jet allows him the freedom to meet with clients one-on-one virtually all over the world, as he takes time to learn his individual clients’ goals and objectives. Erik has been married for 14 years, has four children and lives in the Greenville, South Carolina area.

Awards and Recognitions:

• 2002 Outstanding Broker Award
• Registered Rep "Top Brokers"
• Registered Rep "Ten Innovative and Successful Financial Advisors"