Erik Falconer Erik founded the firm on principles of educating and empowering his clients. After growing the firm for five years he and his wife formally united professionally to create a unique team to meet the diverse needs of affluent families who want to use their wealth in ways that have a positive and lasting affect on their family, community, and greater world. His unique background and education offers families a multi-disciplined approach to financial planning and investment management. The culture of the company deeply reflects his personal values of family, integrity, and education. Education BA from Kalamazoo College (Majors: Economics and Physics) BSE from the University of Michigan (Major: Mechanical Engineering) Studied at Nagoya Gakuin University, Japan (International Business) Certified Financial Planner™ (CFP®) Certificant Chartered Financial Analyst (CFA®) Charterholder Certified Specialist in Planned Givingcm (CSPGcm) Professional Graduate of the CFP® Residency Program Chartered Retirement Plan Specialist (CRPS) Designee Affiliations NAPFA-Registered Financial Advisor (National Association of Personal Financial Advisors) Chartered Financial Analyst Institute (CFAI) Member Personal Erik is actively involved in his church and is a Board Member of the Traverse City Area Public Schools.