Erik joined UBS in 2016 where he began his career in the Financial Services industry. From the very beginning, Erik's primary role was to develop personalized financial plans for high-net worth individuals. His focus is solely on helping clients live the life of their dreams, after many years of hard work. In 2018, Erik obtained the CERTIFIED FINANCIAL PLANNERTM certification which is globally recognized as the standard of excellence for competent and ethical financial planning. Erik graduated Cum Laude from the University of South Carolina (Beaufort) in 2014 with a B.S. in Business Administration, while also being an active member of the baseball team. Erik and his wife Mary live in Jupiter, FL where they originally met in high-school. He and his wife enjoy all outdoor activities, fitness, and spending valuable time with friends and family.
