Erik started Cornerstone Wealth Management (CWM) in December 2012, the same time he became an independent financial planner. He previously worked for a large brokerage firm but found he was more interested in helping people and educating them about their money than in achieving his sales quotas. So he went to night school, obtained his CFP® certification, and decided to work independently. He now spends the majority of his days talking with clients about their concerns related to their financial situation and focusing on more than just their investments but their entire financial picture.
At Cornerstone, he can take the time to listen to folks and hear their stories, and learn what's important to them. Being an independent financial planner eases the pressure of achieving sales goals and allows him to focus entirely on his clients. It is a very different and more relaxed relationship compared to his experience working for a larger firm. Erik's commitment to educating people about money goes beyond his work at Cornerstone.
Erik earned his undergraduate degree from Cornell University and his MBA from Georgia Southern University. He's a Certified Financial Planner, Series 7 and 66 registered with LPL Financial. Erik has been married to his wife, Naomi, for more than 20 years, and they are proud parents to their daughter, Kenzie. Erik is also a pet parent to a greyhound, chickens, ducks, and a cockatiel. He spends his spare time attending Kenzie's music activities, and on occasion, you can find him honing his blacksmithing skills.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.