Hi, my name is Erik Hagstrom, and I am a CEPA located in Dayton, Ohio! I graduated from Wright State University in 2021 and received a BS in Finance with a focus in personal investments. I am an avid golfer in the summer and have played since I could walk. I also enjoy doing (basic) home renovation projects and focusing on my physical fitness.

I have specialties in Social Security and am an IRMAA Certified Planner. The most rewarding work I do is giving members of our client family peace of mind. Knowing that they are able to focus on grandchildren, traveling, or giving back to their community without having to worry about what is going on in the market. It really allows for them to focus on the things that are most important to them.

Whether you only have a few years experience being a business owner, or have been one your whole career, I look forward to sitting down with you and hammering out a strategy to meet your goals best. As Warren Buffett once said, "a man sits in the shade today, because of the seeds planted 20 years ago."