Erik began his career in financial services in 2018 with the goal of helping families and businesses achieve their life's vision by providing a goal based ethical approach to financial planning and asset management. 

Erik is results-driven, and places a strong emphasis on goal setting and creating actionable steps to achieve those goals. He works closely with his clients to ensure that their financial plan is aligned with their overall life goals, whether it is planning for retirement, running a business, or leaving a legacy for future generations.

Larry started working in the financial industry in 1996. He traded and managed portfolios with fixed income securities for individuals and institutional clients.  In 2008 he earned the right to use the Chartered Financial Analyst designation.  In 2017, he decided to open his own financial services practice through New York Life and that led him to join Momentum Capital Group in 2020. 

Larry’s passion is to provide guidance to individuals about their finances and how they can reach their financial goals, by using strategies and concepts that help protect their legacy.  Larry’s focus is to help families and businesses reach their desired financial goals by customizing their financial plan using flexible approaches that are always headed towards their desired destination.