Team
What can you expect
I have helped literally thousands of clients over my 25-year career. It is very rewarding for me to learn about a client, figure out their needs and create a customized set of solutions to help them achieve their unique goals. I am confident that with my understanding of personal finance, coupled with my two advanced designations and training as a financial professional, I can help people better prepare for the future. After many years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my clients, my family, my church and my community.
Athough I mainly work indiviually, I have an entire team of professionals behind the scenes. My back office, my RIA, my vendor partners, CPAs, attorneys and more. This team approach adds perspective to all I do and provides increased benefits to my clients.
Meet the Team
Erick R. Krosky, CFP®, CIMA®
Owner/President
Erick holds both Certified Financial Planner (CFP®) and Certified Financial Management Analyst (CIMA®) designations. Less than 1% of all advisors in the US hold this unique combination of designations. He has been helping people with...
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