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$5+ trillion
In invested assets globally
As of 11/07/2023
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Erik entered the Financial Services industry in 1998 with Morgan Stanley Dean Witter. He steadily grew his client base, transitioned to UBS in 2008 and soon became Branch Manager. He is passionate about helping people and making a difference in their lives. As someone who has spent his entire professional career in Sioux Falls and the surrounding area, he has strong ties and a vast network in the city and region. Emphasizing asset allocation and total portfolio management with a focus on liquidity events and income planning; Erik also provides help with education funding, structures for charitable giving, and income tax reduction strategies. In addition to earning a bachelor's degree in business administration, Erik is a CFP® certificant and holds FINRA Series 7, 9/10, 31, 63, and 65 securities licenses.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
Senior Vice President–Wealth Management
Erik entered the Financial Services industry in 1998 with Morgan Stanley Dean Witter. He steadily grew his client base, transitioned to UBS in 2008 and soon became Branch Manager. He is passionate about helping people and making a difference in their lives. As someone who has spent his entire professional career in Sioux Falls and the surrounding area, he has strong ties and a vast network in the city and region. Emphasizing asset allocation and total portfolio management with a focus on liquidity events and income planning; Erik also provides help with education funding, structures for charitable giving, and income tax reduction strategies. In addition to earning a bachelor's degree in business administration, Erik is a CFP® certificant and holds FINRA Series 7, 9/10, 31, 63, and 65 securities licenses.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Credentials
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
