FORD WEALTH MANAGEMENT - Key Persons
Erik has 39 years of experience in financial services, including 20 years in corporate banking and the last 18 as a financial advisor to individuals and businesses. He holds a BA in economics and an MBA from Northwestern University.
Erik has 39 years of experience in financial services, including 20 years in corporate banking and the last 19 as a financial advisor to individuals and businesses. He holds a BA in economics from Northwestern University and an MBA in finance from Northwestern's JL Kellogg Graduate School of Management. He is also a CFP® certificate holder and an Accredited Investment Fiduciary (AIF®).
Erik lives in Glen Ellyn, Illinois where he raised his three adult children. He has been active in the village, having served on several village commissions, including the Plan Commission and chairing the Finance Commission. He also serves as a trustee on the board of the Science and Arts Academy, a K-12 private school for gifted students in Des Plaines, Illinois. He has coached youth sports and taught finance and business strategy at the undergraduate and graduate level.
Jason is a graduate of Illinois State University with bachelor degrees in finance and managerial economics. He was also a member of the ISU golf team. He and his wife, Stephanie, live in Wheaton, Illinois. He has been a financial advisor for six years and received his CFP® certificate in 2022.