Erich is a Wealth Planning Associate who assists the Financial Planning department in building financial planning models and scenarios to create a holistic view of a client’s financial future. He started his professional career working with a small RIA with roots in Marin and Sonoma County that specializes in serving high-net-worth clients with ties to the wine industry.
Erich graduated from the University of Georgia with a bachelor’s degree in financial planning. He held executive positions on the leadership board of the Alpha Kappa Psi business fraternity. Before beginning his higher education journey, Erich served in the Army as a paratrooper, and his role in the platoon was that of an anti-tank/machine gunner. He considers himself a lifelong learner.
In his free time, Erich enjoys hiking, trying new types of food, and being outdoors as much as possible.
- Hold the Certified Financial Planner® (CFP®) designation.
Fun Facts
- Spent a semester in college as the mascot
- Has visited 14 different countries
- Has a cat named Toothless
Location
- Sausalito, CA
