Erik has worked in the financial services industry for over 20 years. Prior to starting e 2 Retirement Consulting, LLC, he was a member of the DC Advisory Group with UBS, a retirement plan specialist with Strong Capital Management and regional director for The MHK Group Retirement Partners.
An alumnus of the University of Wisconsin-Whitewater, Erik earned his B.B.A. with a focus on finance and economics. In 2013, Erik earned a Masters of Security Analysis and Portfolio Management from Creighton University. Erik is also working towards earning his Doctorate in Retirement at Marquette University. He holds series 6, 7, 24, 31, 63 and 65 securities licenses, plus life and health insurance licenses. He has also obtained the Chartered Financial Analyst®, Certified Financial Planner™, Chartered Retirement Plan Specialist™, Accredited Investment Fiduciary® and Qualified 401(k) Administrator designations.
Erik is active in a number of professional and community organizations, including the CFA Society of Milwaukee and the American Society of Pension Professionals and Actuaries. In his spare time, Erik enjoys outdoor recreation, especially Muskie fishing, golfing and spending time with family and friends
A graduate of Wisconsin Lutheran College School of Business. He has a Bachelor’s degree in Business Administration, with an emphasis in marketing and management. Kyle had been in a management role for several years. Kyle was able to attend Wisconsin Lutheran College on a scholarship to play football. A life long Wisconsinite, he is happy to start his career in Wisconsin. He enjoys time with family as well as sports in his free time.
Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities Licensed in IL, FL, GA, MN, TX, WI