At 46 Peaks Investment Advisory Group, you’ll find a close knit team of like-minded professionals dedicated to helping our clients achieve the clarity, confidence, and control that is critical to achieving financial goals and enjoying the journey along the way. Our three founding members all have the following in common:
- Each has over 20 years of experience in financial services.
- Each has been a Certified Financial Planner® professional for at least 20 years.
- Each is particularly passionate about investment management, constant learning and ongoing research. We are not “me-too” kind of people that take the easy way – it’s in our DNA to aim higher than average, challenge the status quo, and deliver differentiated solutions.
- We all enjoy the outdoors – particularly the 46 Peaks area in the New York Adirondacks.
Make sure your co-workers have three characteristics:
If they don’t have the first, you better hope they don’t have the other two.
Erik is one of the firm’s founders and is our Chief Investment Officer. He began his career in 1990 and spent the next 14 years working at several large firms on a broad variety of investment management functions including asset allocation, money manager research, product development, client reporting, and more. Witnessing the many conflicts of interest and bureaucracy ingrained in large firms, in 2005 Erik left Wall Street behind for good to help clients pursue their financial goals in a more flexible and less conflicted environment.
Erik is a Certified Financial Planner (CFP®) with an undergraduate degree in Finance from Boston College. An avid golfer, hockey player and auto enthusiast who enjoys spending time on the West Coast of Florida, Erik lives in Red Bank, New Jersey with his family.
Louis is our Director of Financial Planning and one of the firm’s founders. Louis spends most of his time working directly with clients, applying his more than 25 years of experience with estate and wealth planning, investment management, executive benefit planning and sophisticated life insurance planning. Louis is a Certified Financial Planner (CFP®), a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). He also has an MBA and a Masters of Science in Financial Services. Louis’ passion for financial planning and investments led him to write his MBA thesis on “Investment Strategies.”
Louis is a true outdoorsman - an Ironman triathlete, ultra-marathoner, and he has hiked all of the 46 Peaks, which makes him an ADK 46er. Prior to his financial service career, Louis served as an Infantry Officer in the 82nd Airborne Division. Nowadays, he is active in his church and local charities. Louis and his wife live in Bucks County Pennsylvania with their two sons.
Brad is our Director of Research and Portfolio Management, working closely with Erik, Lou, our clients and other advisors. A co-founder of 46 Peaks, his more than 20 years of experience at both large and boutique firms helps provide the breadth and depth of knowledge critical to the effective integration of our financial planning and investment management services.
Brad is a Certified Financial Planner (CFP®) professional and holds a BS in Finance from Bloomsburg University. Outside of the office, you can find Brad actively involved in several local youth sports organizations or spending time in the Adirondacks with his family. He resides in Newtown, Pennsylvania with his wife and their three children.
Linda is our Director of Operations. She is responsible for the day-to-day management of our investment operations and serves as the firm’s liaison with custodians, including Charles Schwab. Linda’s ability to provide the highest quality of client service is the product of her deep investment product expertise, 25 years’ experience in broker/dealer and RIA operations, and her effective communication skills. Linda works closely with our advisors and clients to ensure a superior client experience, and often builds deep long-term relationships with our clients.
In her free time, Linda enjoys watching her daughter play sports and spending time at the beach. She resides in Colts Neck, NJ.
Pat helps with the administration of 46 Peaks, LLC. Pat has a diverse background which includes being a certified paralegal and the owner/operator of a nursery school for 7 years. Pat has also spent 25 years as an executive assistant to two CEO’s in Bucks County, PA and Pennsauken, NJ before moving to the Newtown area.
Pat understands her role and responsibilities and looks at the larger mission of businesses to ensure their success. She joined Louis Fancher in 2011 and resides with her family in Richboro, PA.