Erik joined Amon & Associates in 2019 as a Financial Planner and runs a remote office located in Orange Park (Jacksonville) Florida. Erik is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds securities Registration Series 7 license as well as being licensed in life and health insurance and annuities.
Erik has a degree in Business and Professional Leadership and his leadership experience ranges from volunteer work to supervisory Law-enforcement roles to 20 years as a business owner. In addition to the Amon & Associates office, Erik is a partner at ESP Financial and holds an Enrolled Agent (EA) status. “Enrolled agent status is the highest credential the IRS awards… “ (https://www.irs.gov/tax-professionals/enrolled-agents/enrolled-agent-information Sep 23, 2020)
Erik’s team focus is on financial planning, client relationships and building a tax smart retirement plan. Erik lives in Orange Park, Florida with his wife Silke. They have six children and six grandchildren. Erik brings life experience, tax and business strategy and a client centered excitement for wholistic planning for our clients.
*Licensed, not practicing on behalf of Osaic FA.