Erik began his career in financial services in 2004 but has joined Panorama Institutional Solutions to work with elite advisors. This relationship provides his clients with objective advice, personal service, a team approach, and strong experience and fundamentals in investment strategies and risk management.
Erik graduated from the University of Nebraska at Omaha with degrees in Investment Science, Finance, and Banking. He maintains the FINRA registrations Series 7, 63, 65, 24 and 53, as well as Life and Health insurance licenses.
For his personal clients, Erik’s primary focus is oversight of the assets he has placed under management. Through portfolio construction and analysis, Erik carefully positions clients’ assets to match their individual needs and objectives. Erik also focuses on working within the self-employed community. Erik provides service and benefits resources to real estate brokers and agents across five states.
Erik, his wife, Ashley, and three children reside in Elkhorn, Nebraska. In his free time, Erik enjoys coaching, basketball, softball, and following Husker football.
Panorama Institutional Solutions is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.