Erik Nelson

Erik is a Client Services Associate in the Plymouth, Minnesota office. He is a member of the Wealth Management team, providing assistance in onboarding new clients, organizing client meetings, opening accounts and processing money movements, resolving portal and tech issues, and helping ensure compliance with industry standards.

Prior to joining Cerity Partners, Erik worked for Echo Wealth Management for nearly three years. At Echo Wealth Management, he worked closely with all members of the team each day to assist them in completing administrative tasks including client onboarding, data management, and various long-term projects to elevate the firm’s quality of service. Beyond this, he assisted in refining workflows and processes to ensure the firm worked as efficiently as possible.

Erik lives in St. Paul, Minnesota, with his wife Melody. In his spare time, he enjoys driving and restoring classic cars, lending a helping hand to friends and family, and watching movies with his wife and two cats.

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