portrait of Erik Federer

About Erik

I guide businesses and families with their financial affairs.

I serve busy professionals and small business owners well because I know what you are going through. I've been a CPA and in the financial services industry for over 20 years, including a long run in corporate America.

For example:
* Time: You put everything you have into your career and business. What little "free" time you have should be spent with your family or your favorite activity. Your time is valuable.

* Trust: You got a long way by doing it yourself. Maybe managing your finances is or used to be fun. But as...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesMarch 2020 to Current

Education

  • Univ of Northern IowaBachelors

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Camping
  • Baking
  • Hockey

Send Me a Message

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