Erik is a member of United Financial Center's team who focuses on helping clients assess their retirement and estate planning needs. Additionally, Erik helps with tax preparation and alternative investments. Erik also manages the company marketing team and helps plan and supervise company events.
Erik is a registered representative through United Planners and holds with Series 6, 7 and 63 securities licenses. Erik has been a Tax Professional for the last 7 years and is a member of the National Association of Tax Professionals. He also holds licenses in property and casualty insurance, health and life insurance, and is a Registered Notary. Erik joined United Financial Center team in 2003.
Erik is currently an instructor at Pima Community College where he teaches retirement planning courses. Erik served our nation in the Navy for 4 years before moving to Tucson in 1989 where he currently resides with his wife and two sons. Erik is an avid sports fan and has coached several youth sport teams.
United Planners is not affiliated with any other entities referenced. Tax services are not provided through United Planners.