Broker Check

Industry Recognition

Erik is a Certified Financial Planner (CFP®), Retirement Income Certified Professional (RICP®), Certified in Long-Term Care (CLTC) and a member of the Financial Planning Association.

Since 2009 he has been a qualifying member of the Million Dollar Round Table (MDRT) and is now a lifetime member. MDRT is an international association of leading financial professionals recognized as the standard of excellence in the Life Insurance based Financial Services Industry.

Erik has been selected as a 2012, 2013, 2014, 2015, 2016 and 2017 New Hampshire Five Star Wealth Manager award recipient. The Five Star Wealth Manager Award undergoes a rigorous and extensive nomination process to identify wealth managers that excel in their industry. Nominees are identified through firm and peer recommendations, and industry qualifications. Erik is one of less than 7% of all licensed representatives in the New Hampshire area to receive this award.

Erik appeared in the December 2017 issue of Forbes Magazine, as one of the “Five Star Award Winners You Need to Know”.

Erik has also been recognized in The Wall Street Journal, as one of the “Nine Five Star Wealth Managers You Need to Know” within the Wealth Manager Journal Report.

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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.

Erik is an active member of his community and involved with various non-profit organizations in New Hampshire such as NAMIWalks (National Alliance on Mental Illness).

* 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