Erik began his career in financial services in 2004 but has joined Panorama Institutional Solutions to work with elite financial strategists. This relationship provides his clients with objective advice, personal service, a team approach, and strong experience and fundamentals in investment strategies and risk management.
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 graduated from the University of Nebraska at Omaha with degrees in Investment Science, Finance, and Banking. He maintains the FINRA registrations Series 7, 66, 24 and 53, as well as Life and Health insurance licenses.