Erik Herron

I am a University of Tulsa graduate with a finance degree and started my career in the financial services industry over twenty years ago. During my twenty plus years in the industry, I have served as a financial advisor, stockbroker and assistant to a team of advisors. I have learned new things from each of these roles. I have seen how technology plays an increasingly important role in financial services, but it cannot replace long-term personal relationships and trusted guidance. I believe that the two can work together. Over the years I have learned from others and on my own that there is no one-size-fits-all approach to help clients pursue current and long-term goals. The market, economy, family and personal situations are always changing. We can only control a very small portion of it. I believe a financial plan regularly reviewed and discussed is the foundation of long-term independence. I look forward to serving, educating and growing with my clients and their families over time, and building something that we can all be proud of.

My approach includes three core principles:

     - Financial Planning

     - A long-term approach

     - Multi-Generational Engagement

When I’m not at work, I enjoy sending time with my wife and two daughters, watching sports, or spending time with friends.