Erik created First Step Wealth Planning to help his clients experience their ideal lives through creating greater confidence in their financial lives while removing the barriers and conflicts of interest that exist at other firms.
Professionally, Erik is a CERTIFIED FINANCIAL PLANNER™ Practitioner and has been helping families make smart decisions with their money for over 25 years. He has held positions in wealth management for families and institutions at a variety of large, multi-national firms and has had the privilege of getting to know the stories, desires, and dreams of hundreds of clients. Erik is grateful to have learned from so many wonderful people, which led him to realize what matters most to people is their time and their ability to live the life that they want. He has narrowed his focus to work with those who seek greater simplicity in their lives, so that they can spend more time on what is most important to them.
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