Erik is a Wealth Manager at Heritage Investment Group and joined the firm in 2011. Erik holds a bachelor’s degree in business management from the University of Akron and has over 20 years of experience in the financial services industry. Prior to joining Heritage, Erik spent six years at The Proper Analysis, a prominent fee-only Registered Investment Advisor near Cleveland, Ohio, where he was a Vice President responsible for portfolio design and new business development. His primary responsibilities at Heritage include portfolio management, client servicing and marketing. Erik lives in Orlando with his wife Nicole and their son, Nathan. Erik is an active member of the Rotary Club of Lake Nona and has been a Rotarian since 2002. He is an avid gardener who also enjoys camping and bicycling.