About Premier Financial Group
Dedicated Planning Services are at the core of the services our team offers. We employ a holistic approach to help you assess your financial position today, where you want to be, and what’s important to you as we work to guide you to be wise with money. Based on the values you identify, We’ll help you develop a personalized plan to help you pursue your dreams, whether that means mitigating taxes, investing more effectively, maximizing Social Security or protecting the people and causes that matter to you so you and your family can live more confident, content and generous lives.
Meet Our Team
I am married to Amy and we have four children, Eva, Brewer, Amelia and Kate. Both Amy and I grew up in the Monroe area and have enjoyed building our careers and raising our children in this wonderful community. I currently hold the CFP®, CERTIFIED FINANCIAL PLANNER™ certificant. I also offer purpose-based advice as part of our Financial Planning Framework. Erik serves as the treasurer for the Monroe Kiwanis Club.
- State(s) Licensed
- FL, IA, IL, MI, MN, OH, TX, WI, WV,
FIC, RICP®, CDFA®, BFA™, CEPA
I have two children, Tyler and Abbey and have lived in Monroe for the past 20 years. Prior to joining Thrivent Financial in 2016, I was the Business Development Director for Woodford State Bank. I currently am serving my second term on the Monroe School Board, I am the President of Green County Development Corporation and I serve as the Generosity Day coordinator for our team. I currently hold the RICP® (Retired Income Certified Professional) designation specializing in guiding people through important decisions leading up to and through retirement. I recently also added the CDFA® (Certified Divorce Financial Analyst) designation to the list of specialties. My passion is to help empower women finding themselves in a life transition (loss of spouse, divorce, retirement or career changes) to understand their finances and achieve their goals.
- State(s) Licensed
- FL, IL, MI, MN, OH, TX, WI, WV,