After moving extensively with his military family, Erick has called Arizona home since he was nine years old.
Joined Lido: 2025
Homebase: Scottsdale, AZ
Professional Focus: Drawing on his skills in project management, strategic planning, client relations, and 30 years of experience in financial services, Erik focuses on exceeding expectations and providing each of his clients with the care and consideration they value.
Professional Designations: CERTIFIED FINANCIAL PLANNER®
Education: B.S., Finance and Accounting, University of Arizona; M.B.A., W.P. Cary School of Business, Arizona State University
Previous Work Highlights: Served as the Chief Compliance Officer for Copperwynd Financial before its partnership with Lido in 2025. Prior to that, Erick spent half of his career in senior leadership roles at a major national broker/dealer.
Personal Facts: He enjoys spending time with his family and is a recreational swimmer and water polo player.
