Erik is a financial planner at Cahill Financial Advisors, Inc. and a CERTIFIED FINANCIAL PLANNER™ professional. He specializes in fee-only wealth management with a focus on developing wholistic strategies for wealth accumulation, distribution, and legacy planning. Erik has worked in the financial services industry since 2015.
Erik is part of Scott Oeth’s team and works closely with Anna Emerson, Bridget Carey and Michael Porter to deliver high quality services to their clients at Cahill Financial Advisors, Inc.
Erik is a graduate of Bethel University and Luther Seminary and completed a professional certificate in Financial Planning through Minnesota State University—Mankato. He lives in White Bear Lake, Minnesota and enjoys spending time with his two kids, Soren and Annika, and his wife, Kristin.
Focus
- Financial Planning
- Charitable/Legacy Planning
- Estate Planning
- Investment and Risk Planning
- Retirement Planning
Experience
- Financial Planner – Cahill Financial Advisors, Inc.
- Financial Services Representative – Covenant Trust Company
- Financial Representative – Thrivent Financial
Education
- M.A. in Systematic Theology – Luther Seminary
- B.A. in Biblical & Theological Studies – Bethel University
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Trust and Fiduciary Advisor (CTFA)
- Chartered Advisor in Philanthropy (CAP®)
- Retirement Income Certified Professional (RICP®)
Memberships
- Financial Planning Association
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