Managing Partner
Wealth Vision
Erik has 15+ years of experience spanning wealth management, venture capital, risk management, and lending. As Associate Vice President and Wealth Advisor at Farther, the fastest-growing RIA in the country, Erik specializes in guiding entrepreneurs, professionals, and non-profits towards informed financial decisions through wealth visualization. His proven track record of success is a testament to his ability to deliver exceptional value and innovative solutions to his clients, solidifying his reputation as a trusted advisor in the financial industry.
Erik's career began at Morgan Stanley Smith Barney, where he developed a strong foundation in wealth management. He then advanced to United Capital as a wealth advisor, playing a pivotal role in the firm's growth and its subsequent $750 million acquisition by Goldman Sachs. Demonstrating his entrepreneurial spirit, Erik founded a venture capital firm and a global insurance & reinsurance brokerage. These ventures have equipped him with a comprehensive understanding of diverse financial landscapes and the expertise to navigate complex financial scenarios.
Erik lives in Summerlin, NV, with his wife Tamara and their twin kittens, Maverick and Mia. He has a deep interest in artificial intelligence, actively exploring and testing various AI applications in both his personal and professional life. Erik received a scholarship to play golf in college and maintains a 0.2 handicap.
Most AI innovations in wealth management focus on finding efficiencies and accelerations of mechanical workflow processes, such as with CRMs, notetakers, planning tools, and portfolio management systems. However, much of success or failure in financial planning stems from behavioral factors related to trust, clarity, confidence, emotion, decision-making, judgment, and more. How then does AI impact the human side of advice? This panel explores advances in the mutually reinforcing dynamic between applied behavioral finance and AI technologies which are increasingly sophisticated and empathetic in their application. How AI influences the value of human capital–including hiring, training, and coaching–will be a central topic of discussion.
From search engines to answer engines, the way prospects discover and evaluate advisors is changing fast. This session will dive into how AI tools are reshaping the client journey—and how advisors and firms can harness them for smarter marketing. Learn how to integrate AI-powered tools to enhance personalization, streamline lead nurturing, and optimize both SEO and AEO (Answer Engine Optimization) strategies. You’ll leave with practical ideas to engage prospects and grow more efficiently—without losing the human touch that clients still crave.