Tenure & Professional Background:
As RPS’ founder and visionary, Erik has served as President since establishing the company in 2004. His career in the financial services industry began in 1980 as a Registered Representative and Registered Principal. In his current role, Erik oversees key relationships with qualified plan clients and private wealth management clients, while also maintaining core investment responsibilities. He takes pride in fostering RPS’ client-centered environment—one that values genuine care, the expertise of its team, and an unbiased approach aimed at helping each client reach their individual financial goals.
Prior to founding RPS, Erik held leadership roles in various investment firms, including serving as a principal at a company that developed investment products. In 1988, he and his father co-founded an independent securities brokerage firm, enabling him to deliver investment services with the freedom and integrity he values. In 1995, he further expanded his commitment to fiduciary service by launching a Registered Investment Advisory firm, offering fee-based retirement plans and private investment management tailored to meet the needs of employers and individual clients alike.
Personal:
Erik has lived on Pretty Lake in western Waukesha County for nearly three decades. He is happily married, and the proud father of two sons, three stepchildren, and the proud grandfather of four grandchildren. His passion for life is genuine, sincere, is rooted in a deep faith, and a passion for being of assistance to others. Erik is especially grateful for the team of caring experts he works with each day and the steadfastness of the services they provide throughout the tenure of the relationship with the clients RPS serves.
Credentials:
- Series 6, 7, 26, 39, 62 and 63 held through IFP Securities, LLC, dba Independent Financial Partners (IFP)
- Series 65 held through IFP Advisors, LLC, dba Independent Financial Partners (IFP)
- Accredited Investment Fiduciary® (AIF®)
- Chartered Retirement Plans SpecialistSM (CRPS®)
- Professional Plan Consultant® (PPC®)
- State of Wisconsin Life, Health and P&C Insurance License
CLICK HERE to return to the RPS Team Members page