Erik has over 15 years of employee benefits experience and is aligned with key benefits advisors, insurance providers and enrollment partners to provide a complete financial fitness solution. Working in partnership with Concord Wealth Management, he provides specialized workshops providing financial fitness coaching by educating employees on the total value of their benefits package and preparing them for retirement.
At the same time, Erik partners with insurance carriers and employers to fight the rising costs of benefits by helping them find new carriers or expand their current benefits at no additional hard cost, while providing employees with flexible options to meet their own individual or family needs. This is accomplished through use of one-on-one insurance strategies customized to meet individual financial goals.
He is strongly committed to providing quality customer service, at both the employer and employee levels. He has been a licensed insurance producer for over 7 years working with human resources associations, Mercer and Allstate Worksite Enrollment. He is a member of MassAhu, participating member of Wellness Worksite Associations and personal fitness coach at Lifetime fitness.
His vast experience and knowledge also stems from his dedication and commitment to the continuance of his industry education. He has earned many industry designations and credentials. Erik’s continued commitment to furthering his industry knowledge places him in a position of strength when assisting clients through their planning, asset accumulation and wealth transfer phases of their plan.