Erik’s Story

Erik began his career in Management Consulting by helping Fortune 500 companies solve large and complex financial and operational issues to improve their top line or save to their bottom line. In 2015, Erik took that skill set into private practice, and has since helped hundreds of individuals do the very same thing. Beginning with the purpose in mind, Erik helps his clients increase clarity with their financial plans and reach their goals both by planning for immediate results as well as implementing more advanced, long term strategies for complex areas like retirement planning and estate planning.

Erik currently serves as Managing Director for Taylor Financial and works for his clients as a fiduciary, Certified Financial Planner™ professional. He holds his Series 7, 6, 66, as well as his 215 license and his CFP® designation.  Thorough and innovative, Erik produces measurable results through a unique and client centric retirement income planning process, with the goal in mind to increase annual retirement income and increase control over your financial plan. Erik’s communication skills, grasp of economic strategy, use of the latest technology, and desire to serve has brought him a diverse and successful clientele across the country.  Erik has also served as the Regional VP for The College Funding Coach™, a company that shows parents leading edge ways to save and pay for college by understanding how the financial aid formula works, knowing the scholarship landscape and implementing the most effective savings strategies.

Erik also gives back by serving as a board member for many 501c3 organizations throughout the country including A Kid’s Place, the Round of a Lifetime Foundation, the Florida Holocaust Museum, and Berkeley Preparatory School. Erik is thankful for the opportunity to bring his specific skill set and financial acumen to organizations that make society a better place.

In his free time, Erik enjoys spending time outdoors with his wife Melanie, his daughters Shayla and Devy, his extended family and his friends.  

Whether you are creating your first plan, trying to improve and refine what you already have, or need to tackle larger questions that have not been answered for you yet, speak with Erik to make these items a reality. He will bring you the tools that you need and serve as your biggest advocate in the financial planning space.

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