Focus Areas
Wealth Management Services
Financial Planning
Investment Management
Portfolio Performance Analysis
About the Financial Advisor
Erik joined The Bergstrom Group at Focus Financial in 2023 and brings more than 10 years of financial services experience helping clients achieve their goals. Erik earned his Bachelor of Science in General Finance from Mankato State University.
As a Financial Advisor in our Comprehensive Wealth Management team, Erik manages client relationships and delivers proactive quality service; develops customized and comprehensive retirement plans; implements individualized tax management strategies; provides tailored and simplified estate planning; and executes personalized income and growth investment strategies.
Education and Designations
- CFP Certified Financial Planner®
- Series 7, Series 63 and 65
- Minnesota State University, Mankato Bachelors of Science, General Finance
Personal Life
Erik enjoys spending family time with his wife Emily and their young son traveling, cooking, and discovering new restaurants. He also enjoys sporting and music events, golfing and attending MN United soccer games with friends and family.
Contact
Direct Phone: 651 379-3905
E-mail: ehenschell@focusfinancial.com
Suite 5500
Minneapolis MN 55413
