Enriching Lives, Impacting Communities, and Building Legacies

Erick and his team provide comprehensive financial planning services for all walks of life, with a focus on Risk Management, Wealth Accumulation, and Estate Planning. He and his team build and provide tailored financial plans at no cost, that help clients navigate through anything from student loan strategies, protecting what matters most, and building dreams through proper and efficient savings, investment, and tax efficient strategies. He prides himself on his integrity, thoroughness, and the belief that all individuals deserve sound, professional, and accessible guidance for their financial lives. With earning his CERTIFIED FINANCIAL PLANNER™ designation, Erick serves as a fiduciary for his clients. This means that any and all recommendations, strategies, or guidance he provides to clients must always be in their best interest ahead of his own.

Erick also partners with many professionals in the space of Mortgage, Student/Education, and Auto loan origination and refinancing, Tax and Accounting services, and Home, Auto, and Health insurances. In the relationships he has built with these industry professionals, he can be sure that any needs related to his clients’ financial life that he can’t provide can still be serviced with the same level of trust and expertise that he prides in his own practice.

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Mission Statement

Erick’s mission is to encourage and help his clients build rock solid financial lives, and to leave anyone he speaks with in a stronger place than where he found them. He aims to boil down the complexities of someone’s financial picture into clear, attainable items, and walk with his clients in creating an efficient path to their goals. While money does not buy happiness, he feels it can buy freedom. Erick aims to help his clients find that freedom, so they can spend their lives living and doing whatever makes them and their loved ones happiest and most fulfilled.

“The desire of gold is not for gold. It is for the means of freedom and benefit”
–Ralph Waldo Emerson

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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