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, Kevin O’Laughlin, and Bridget Carey 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
Client Login Links
Login to the Cahill Client Portal or directly to your account custodian's website:
Continue on to the Schwab website?
You are now leaving the Cahill Financial Advisors, Inc. website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website.
Schwab is a registered broker-dealer, and is not affiliated with Cahill Financial Advisors or any advisors whose names appear on this Website. Cahill Financial Advisors is independently owned and operated. Schwab neither endorses nor recommends Cahill Financial Advisors. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Cahill Financial Advisors under which Schwab provides Cahill Financial Advisors with services related to your account. Schwab does not review the Cahill Financial Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Cahill Financial Advisors Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
Continue on to the Fidelity website?
You are now leaving the Cahill Financial Advisors, Inc. website and will be entering the Fidelity., Inc. ("Fidelity") Website.
Fidelity is a registered broker-dealer, and is not affiliated with Cahill Financial Advisors or any advisors whose names appear on this Website. Cahill Financial Advisors is independently owned and operated. Fidelity neither endorses nor recommends Cahill Financial Advisors. Regardless of any referral or recommendation, Fidelity does not endorse or recommend the investment strategy of any advisor. Fidelity has agreements with Cahill Financial Advisors under which Fidelity provides Cahill Financial Advisors with services related to your account. Fidelity does not review the Cahill Financial Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Cahill Financial Advisors Website should not be considered to be either a recommendation by Fidelity or a solicitation of any offer to purchase or sell any securities.
Continue on to the SEI Investments website?
You are now leaving the Cahill Financial Advisors, Inc. website and will be entering the SEI Investmensts Website.
SEI Investmensts is a registered broker-dealer, and is not affiliated with Cahill Financial Advisors or any advisors whose names appear on this Website. Cahill Financial Advisors is independently owned and operated. SEI Investments neither endorses nor recommends Cahill Financial Advisors. Regardless of any referral or recommendation, SEI Investments does not endorse or recommend the investment strategy of any advisor. SEI Investments has agreements with Cahill Financial Advisors under which SEI Investments provides Cahill Financial Advisors with services related to your account. SEI Investments does not review the Cahill Financial Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Cahill Financial Advisors Website should not be considered to be either a recommendation by SEI Investments or a solicitation of any offer to purchase or sell any securities.