Erik has 12 years of experience in helping people reach their financial goals. Now a Managing Partner of Generations Financial Planning & Wealth Management, he previously founded Erik Smith Investment which he has re-branded under the Generations name. Prior to that, he spent 3 years with Edward Jones. His interest and passion for investing started in high school when he wanted to start his career on Wall Street working at the New York Stock Exchange (NYSE).
He currently holds FINRA Series 7 and 66 licensing along with life and long-term care insurance licenses. He has also obtained AIF Accreditation(Accredited Investment Fiduciary). A client may benefit from using the expertise of an advisor with the AIF designation, as the advisor will be held to a standard of excellence to which others may not adhere.
Today, he works closely with his clients to develop a plan and ensures they understand the strategies selected to achieve their financial goals, recognizing the importance of periodic reviews to balance investments. His individualized, unique approach causes/allows him to get to know his clients on a very personalized level.
Erik grew up on a small farm in the Hillsdale area served in the U.S. Air Force right out of high school, helping him understand the value of work and what it takes to earn a dollar. He has lived in the Jackson area for the past twenty-plus years and is a valuable asset to his community. Erik serves as the President of the Battle Creek Rotary Club and has previously served as President for the Jackson Breakfast Rotary Club as well as the Jackson Rotary Foundation.