What Others Are Saying
Carey Wallace, Agency Focus
"There are few decisions more important than planning for your family’s financial future, but sadly as agency owners this is often an area that is neglected because we either are unsure of where to start or who to trust. It’s easy to be put off by the number of choices and foreign jargon, so we avoid taking a step forward.
Erik and his team have a way of simplifying investing concepts and communicating them in a way that we can all understand. He meets his clients where they and has such an advantage in connecting with agency owners because he’s walked in your shoes. There is no one I’d recommend higher than Erik to help you plan for your personal financial future!"
David Watson, Risk Advisor
Non-Compensated endorsement; existing relationship may influence the endorsement; may not be representative of all client experiences; no guarantee of future performance or success.
Rob McCarthy, RPS Executive Lines Broker
Lisa Hengel, Willowwood Insurance
“Erik is a trusted advisor who truly understands the unique needs of my business as an agency owner himself. He takes a comprehensive approach to addressing all my personal financial needs. I consider Erik an invaluable partner who I can rely on to guide me through important financial decisions. I have more confidence and peace of mind about my personal finances since working with him.”
Non-Compensated endorsement; existing relationship may influence the endorsement; may not be representative of all client experiences; no guarantee of future performance or success.
Cameron Pechia, Valley Trucking Insurance
"Erik understands my agency, which directly impacts his ability to advise me on my personal finances. His insights into the different stages of business are super confidence building as I put my trust in him to guide my financial future."