Erik is a Client Account Manager and a member of the Retirement Planning team. His primary responsibilities include servicing and communicating with 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 and spent time in the annuity and retirement planning divisions of a privately held company. 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 Lehigh Valley for over 15 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.