Erik is a Client Account Managers and a member of the Retirement Planning Team. His primary responsibilities include servicing and communicating with our institutional retirement plan clients and vendors, as well as the conversion, and implementation of new plans. He began his career in the financial services industry as an advisor, which eventually lead to a privately held company in their annuity and retirement planning divisions. Outside of Cornerstone, Erik enjoys spending time outdoors, hiking and camping, snowboarding the Rocky Mountains and traveling with his family. Erik and his wife, Laura, have lived in the valley for the last 11 years and are currently in negotiations with their two children, Isaac and Milo, to add a dog into the fold. Erik received a B.S. in Finance from the University of Utah and is currently studying for his Chartered Retirement Plan Specialist (CRPS) designation.