Erich is an independent financial advisor serving business owners and executives. Inspired by the wonderful nonprofits and community foundations he has helped his clients support over the years, Erich is excited to help local organizations better serve their communities and grow their impact. As a father to his growing family, he’s dedicated to ensuring children in the area have access to high quality educational and extracurricular activities that help them find their passions and live happy, healthy lives.
After meeting Raelyn through a relationship with The Foundation for Delaware County, he felt his background and expertise was a perfect fit to help advance their mission and currently serves as a Board Member of Teacher’s Teammates. Erich also serves as a Board Member of Youth Development United.
Erich helps clients with a wide range of financial issues and aims to help relieve them of the stress associated with managing their finances. He specializes in making sense of complicated cash flow situations, managing long-term investment allocations, minimizing taxes and executing clients’ charitable goals.
Erich recently transitioned from a large regional advisory firm serving families with multigenerational wealth to become an independent advisor in order to have more control over his practice and ultimately better serve clients. This career change has also allowed him more time to give back to his community and get involved with organizations like Teacher’s Teammates.
Erich lives in Media with his wife, son and dog. He also enjoys working out to keep up with his energetic son, reading to learn something new and both golf and hiking for quality outdoor time