Erik joined Capital Analysts of New England in August of 1996, following a year stay as a portfolio accountant at State Street Bank. Prior to joining State Street, he earned a BA in Economics from Bucknell University and graduated with honors in 1995. Erik has received both the CLU® and ChFC® designations.
Erik joined Capital Analysts of New England to learn and specialize in comprehensive financial planning. He has worked with over 500 individuals as well as conducted seminars and worked with small groups and companies. His areas of specialization include investment planning, financial asset management, estate planning and insurance planning. With clients in over 20 states, Erik has made a true commitment to service. After his clients' initial education and implementation process are completed, a portfolio review is done on a quarterly basis for investments and as needed for other areas of planning.
On a personal note, Erik is originally from Avon, Connecticut. He now lives with his wife Cheryl and three daughters in Natick, Massachusetts.
