A planning-oriented advisor, Erik serves a key role on the Roundtable team of specialists and advisors by focusing on clients’ unique needs and situations. Erik has vast experience in the financial and investment industry that started in 2004. Erik provides personalized financial management and advice designed to help his high-net-worth clients reach their financial goals. He is interested in building long-term relationships based upon mutual trust and understanding. He believes that frequent communication and ongoing education will help the client – advisor relationship succeed. Erik is committed to empowering the next generation with financial knowledge through interactive learning experiences on topics like investing, budgeting, and debt management. He and his wife, Jane, reside in Clive with their three children. Outside of work, Erik enjoys spending quality time with his family in addition to volunteering as a coach or official for his children’s various activities.