Meet Erik
Erik is a Sr. Wealth Advisor based in Madison, Wisconisin. He joined Mercer Advisors in 2023 through the acquisition of RMR Wealth Advisors, LLC where he served many families over two decades as the founder and advisor. In addition to Erik’s financial and business background, he has experience in investing in commercial, residential, recreational, and legacy real estate properties. He had previous careers in both the service and consumer products industries focused on strategic planning and project management. Erik is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.A. degree in economics.
Erik’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Erik has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support through acquisitions and mergers, including liquidity events and sudden wealth
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Family businesses navigating succession, liquidity, and legacy goals
- Supporting professional investors with full-service planning and private market access
His working style
Erik’s working style is grounded in thoughtful partnership and clear, purposeful guidance. He takes time to understand each client’s goals and priorities, then helps translate those insights into practical strategies that support confident decision‑making. Known for his steady, approachable manner, Erik focuses on building trust, simplifying complexity, and helping clients move forward with clarity and intention.
Erik in real life
What keeps you busy outside of work?
I’m passionate about spending time with my wife, Lisa. I enjoy when we can get together with our young adult children, friends, and family. I’m an avid fisherman, boater, and archery hunter, finding both challenge and often clarity of thought through time on the water or in the woods.
What makes you tick?
I like creating plans for business and life’s worst case scenarios, so that we all can focus on, achieve, and enjoy the upside!
Any words you try to live by?
From my late grandfather when he was 96, “Erik, if there is anything in this world you want to do, you had better get up and get doing it!” Drives me to this day.
Erik’s snapshots
Meet Erik’s Teammates
Lisa Sowls
Manager, Client Service
What Erik Says
I view Lisa as our clients’ “Director of Everything.” She proactively tracks and takes care of their future needs, while also responding in real-time to requests.
Doug Giageos
Sr. Wealth Advisor
What Erik Says
Doug takes the lead with many of the clients our team serves, while also helping me to plan and advise the families I work most closely with.
Aaron Bauer
Director, Financial Planning
What Erik Says
Aaron leads a team of financial planners focused on creating outcomes through detailed financial planning for the families we serve.
Kyle Svetlik
Partner
What Erik Says
Kyle both assists our team with advising clients and provides us with additional resources when clients’ needs change.
Lucas Schwaller
Managing Director, Community Client Development
What Erik Says
Lucas works with families that are interested in learning what Mercer Advisors is all about. He assists those that decide to work with us with introductions to our wealth advisor team, if he believes we are best suited to serve them.
Ready to learn more?
Explore More
