Licensed to practice in MA
Erik, a Chicago area native, practices in the areas of estate and gift tax planning, charitable planning, estate planning, and business law. After graduating from Boston University School of Law, Erik spent ten years working in a trusts and estates practice in the Boston area. In 2017, Erik left private practice to begin working for nonprofit organizations helping high net worth donors with their philanthropic planning and gifting. 2017 is also when Erik and his family relocated to North Carolina.
Erik is excited to return to private practice and bring a holistic approach to planning that considers a client’s estate, tax, charitable, family, and business succession needs. A plan is only as good as its implementation. Erik has spent his entire career working alongside each client’s team of advisors to ensure plan execution.
Erik and his awesome family live in Waxhaw, and when he is not at work you will most likely find him at a kid’s sporting event or on the golf course.