Broker Check

Industry Recognition

  • Certified Financial Planner (CFP®)

  • Retirement Income Certified Professional (RICP®)

  • Financial Planning Association (FPA®) member

  • Million Dollar Round Table (MDRT) lifetime member

  • New Hampshire Five Star Wealth Manager* 2012, 2013, 2014, 2015, 2016, and 2017

  • "Five Star Award Winners You Need yo Know" - Forbes Magazine, Dec. 2017

  • "Nine Five Star Wealth Managers You Need to Know" The Wall Street Journal, Wealth Manger Journal Report

Erik has been featured in the Portsmouth Herald, Portsmouth Patch, Foster’s Daily Democrat and on Seacoast Online. Most recently, Erik was highlighted in the New Hampshire Business Review as a top New Hampshire Wealth Management Expert.



* The 5 Star award is granted by Five Star Professional, an independent third party marketing firm. This award may not represent the experience of all clients and is not indicative of future performance or success. This award stems strictly from client experiences as an insurance or securities product customer. Honorees of Million Dollar Round Table must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. This recognition is not representative of any investment performance or returns