The Role:

Erik is responsible for maximizing the financial performance and resiliency of Charter Oak for its financial advisors, clients, staff and partners alike.

The Story:

Erik began his career in 2004 in the Broker-Dealer business, then moved to a position as a Financial Consultant for MassMutual’s advisor agencies before joining Charter Oak in 2023.

The financials drive Erik, but the human side of the business has fulfilled him the most over the years. He considers it a privilege to help people who help others and to work in an industry centered on trust. Both appeal to Erik’s personal ethic of positivity and reciprocity, which inform every relationship he builds—in and out of work.

Erik is similarly guided by a belief that you should never stop growing or learning. Accordingly, he considers his daughter his most influential teacher. Their year-round adventures include sailing, fishing, and skiing.