Erik Peippo, is an Independent Financial Advocate for his clients. He is knowledgeable in the areas of Estate Planning, Tax Planning, Risk Management and Investment Planning. He specializes in tax reduction strategies and retirement income planning.
Throughout his career, Erik has served in a variety of positions and provided leadership and strategic direction as a Principal with the regional accounting firm of Anderson, Tackman & Company PLLC. He became securities licensed in 2002 and in 2011 sold his ownership position in the firm to focus exclusively on advising his affluent clients. Erik is a 1996 graduate of Aurora University, where he majored in Accounting. Erik is a founding member of the Academy of Preferred Financial Advisors. He holds a CPA license and also has been awarded the PFS credential, which is an exclusive financial planning designation only awarded to CPA's who have met the experience requirement and pass an intensive exam. Erik also has the following securities registrations: Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), 65 (Uniform Investment Adviser Law), and 24 (General Securities Principal) as well as multiple state registrations. He also holds life insurance and annuity licenses in multiple states.
Erik graduated Warrior Week #41, a week long intensive crucible held in Orange County California. He then stepped into a Kingdom Challenge and Graduated from there. The most recent mile stone was graduating from the Wake Up Warrior Certified Trainer program as a Certified Trainer in the Warriors Way.
Erik is married with four children and lives in Escanaba, MI. He is actively involved in his children's sports activities which include soccer, softball, gymnastics, wrestling and competing in horse speed events, specifically Rodeo.
