Erik plays a vital role in Echo Wealth Management’s collaborative team, ensuring seamless operations and exceptional client experiences. Supporting Echo, Jared, and Justin, Erik’s attention to detail and proactive problem-solving enhance the firm’s comprehensive planning approach.
A graduate of the University of St. Thomas with a degree in Business Administration, Erik brings experience from a Fortune 500 company to his work at Echo Wealth Management. Clients appreciate his approachable and curious nature, as well as his dedication to building strong relationships.
Erik’s contributions include onboarding new clients, organizing client meetings, opening accounts and processing money movements, resolving portal and tech issues, and ensuring compliance with industry standards. He also supports the team on special projects including client appreciation events and software testing & integration.
Outside of work, Erik is a car enthusiast who enjoys restoring vehicles and lending a helping hand—skills that mirror his resourceful and solutions-focused approach at Echo Wealth Management. Whether behind the scenes or directly assisting clients, Erik’s commitment to excellence ensures a smooth and supportive wealth management experience.