Phone: 518-220-4233

click here to send Erik an email

For more information, you can visit my website here!


Degree: BA Psychology from the State University of NY

Licenses: New York Life & Health, FINRA 6 and 63

Certifications: NYS Long Term Care Partnership

Awards & Honors: Toastmasters Advanced Communicator ( Silver), NY Life AAC Triple Crown Award, and the NY Life Long Term Care Producers Award. 

Voted "BEST FINANCIAL ADVISOR" by Best of Columbia County Community Poll- 2014

Professional Memberships: NAIFA


As an expert in group employee benefits, retirement transition planning and charitable giving, I help small business owners provide superior workplace benefits to recruit and retain excellent employees.  I take pride in providing a collaberative, educational, and creative approach to solving my clients' financial problems.