President
CurrentErik has spent the last 15 years building PenFacs into a national organization working in the financial advisory and independent broker marketplaces. PenFacs supports major national brokerage firms, banks, and many regional brokerage firms in the United States. Erik is responsible for developing and maintaining strategic partnerships with PenFacs’ client firms. He is also responsible for the business relationships with PenFacs’ primary carrier partners. Erik still enjoys the opportunity to work with Financial Advisors to provide customized support to address their ultra-high net worth clients’ wealth transfer, business succession planning, and tax favored excess retirement planning needs.As a sought-after estate planning, retirement planning, and insurance planning specialist to several major financial institutions, he has designed and implemented sophisticated strategies for some of the wealthiest families in the country.
