NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
An independent & non captive Certified Financial Fiduciary
Erik has lived in New York, Florida, California, and Colorado. Erik
graduated from Colorado State University in 1992 where he re-
ceived a B.S. degree in Business Administration with a double con-
centration in Finance/Real Estate, and Marketing. Having experi-
enced life in four regions of the United States, Erik says, “My cli-
ents live from coast to coast.” No matter where one resides in
America, the same principles, and financial rules apply.
Erik has been serving his clients diligently for over 25years.
Erik passionately contributes to the financial health of his
communities and companies by providing pro bono financial liter-
acy classes through nonprofit organization's he partners with.
He also provides 401(k) compliance audits for employers, that
helps them reduce their liability exposure and fiduciary responsibility.
Proactive tax reduction is Erik's new focus with his clients in light of the coming tax time bomb's.