Erick R. Krosky, CFP, CIMA

Financial Advisor

I grew up in a middle-class community, although we were poor. My parents divorced when I was very young, and we struggled. We had food stamps and free school lunches when I was a child. This drove me to work hard; to get educated and to be sure I can provide a better life for my children. I worked in banking and put myself through college, at night. I realized God had gifted me around numbers and he gave me the ability to connect with people. I went to work in banking, earned several promotions and eventually was appointed the youngest Vice President in the bank's 138-year history. In 1999, I moved over to work as a financial advisor and eventually became a partner on a financial advisor team in Connecticut who focused on very wealthy individuals and families. I learned a lot over the years. I then obtained my Certified Financial Planner (CFP®) designation and later my Certified Investment Management Analyst (CIMA®) designation. I have since learned that less than 1% of all advisors in the US have that unique combination of designations. Add to those designations, my 25 years of experience and I am uniquely positioned to help you in a holistic and thorough manner. I looked forward to the opportunity to learn your story and to see how I can use my education and experience to best help you achieve your goals and dreams.