DETAIL ORIENTED. BRIDGE BUILDER. PASSIONATE. INTENSE. CARING. THOROUGH. AVID BOATER & GOLFER. FAMILY GROUNDED.

Erik is the Managing Partner at Coastal Bridge Advisors and a Chartered Retirement Planning Counselor (CRPC®) with more than two decades of experience in wealth management. He works closely with individuals and families to develop comprehensive financial strategies tailored to their unique goals and circumstances. Erik believes that an informed client is an empowered client, taking the time to educate clients and collaborate with them throughout the planning process.

A graduate of Hobart College with a degree in Economics, Erik's experience includes retirement planning, tax-aware strategies, concentrated stock positions, 10b5-1 trading plans, wealth transfer, gifting strategies, insurance planning, and corporate retirement plans. In addition to providing strategic leadership for the firm, he serves on the firm's Investment Committee and helps evaluate alternative investment opportunities.

Outside of the office, Erik enjoys offshore fishing, boating, and golfing. He and his wife, Alaina, divide their time between Boston and Cape Cod with their son, Shay, and daughter, Siena. Erik has been providing investment advice since 2002 and holds the CRPC® designation, as well as Series 7, Series 66, and Life and Health Insurance licenses.