Meet Erik

Erik is a Client Service Manager at Aptus Wealth Planning.  He is dedicated to providing an exceptional client service experience and understands that is the focal point of the firm’s operational success.  Erik spent the majority of his career in private banking, wealth management and trust administration with BNY Mellon, JP Morgan and Zions Bancorporation serving as a corporate trust administrator, private client banker and wealth management associate amongst other roles.

Erik has a bachelor’s degree in finance from Duquesne University and is a native of Philadelphia.  He currently resides in Wexford, PA he is an avid golfer and loves to cook for his family.  He enjoys spending time coaching his sons’ sports and watching his favorite football teams.


Favorite holiday:

Superbowl Sunday

Hidden talent/skill:

Single Digit Handicap golfer

Favorite movie:

Wall Street

Favorite quote:

“Hard Work Beats Talent When Talent Doesn’t Work Hard.” – Tim Notke

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