I believe that keeping things simple creates the best results. My goal is simply to take care of our Financial Advisors so they are well positioned to take care of their clients. Through this partnership, we can all work together to take great care of our community.
Capabilities to impact your life and wealth
Because most people are primarily concerned with their family, health and wealth, Erik believes that wealth management plays a critical role in our society. Like a family physician or a school teacher, a Financial Advisor is a key contributor to their community and can truly "make a difference" in the lives of their clients.
Experience to guide you forward
With more than 20 years of experience, 13 of which with UBS, Erik is a dedicated manager focused on helping Advisors deliver for their clients. From our decades-long wealth management expertise and industry-leading intellectual capital to local-level decision making that responds more readily to clients' needs, UBS ensures that our Advisors and their clients have the right resources to be successful.
My professional achievements and education
Erik is a graduate of The Ohio State University with a Degree in Communications. He holds the Series 3, 7, 9, 10, 63 and 66 securities licenses.
Making a difference in my community
Erik is very active in the community. He currently works with American Corporate Sponsors as a mentor to military veterans preparing for their business career. He previously served on the Nationwide Children's Hospital Advisory Board and continues to raises funds for both Big Brothers Big Sisters and the Juvenile Diabetes Research Foundation. In his free time, Erik enjoys golfing, reading, exercising, listening to music and spending time with his family and friends. He lives in Bexley, Ohio with his wife Stacy, son Ben, daughter Drew and labradoodle Teddy.
Jeb Slaven joined UBS in 2008 as part of Chicago's Private Wealth Management office, and took over as Complex Operations Manager of the Greater Columbus Complex in October 2010. He has since been an Administrative Manager in varying capacities with UBS in Columbus since 2013. The holder of a BA degree in Economics from Denison University, Jeb subsequently earned his Series 7, 66, 9 and 10 securities licenses, as well as Ohio Life Insurance and Variable Annuity licenses. Jeb then also obtained an MBA degree from the Fisher College of Business at The Ohio State University.
Branch Office Administrator
Holly Freriks started with UBS in 2016 as the Branch Service Associate. She transitioned into her role as Branch Office Administrator in 2018 and directly supports the Branch Manager and Admin Manager. She earned a BA Degree in History from Denison University in 2010 and worked in commercial real estate prior to joining UBS.
Client Service Associate
Mackenzie Kuntz joined UBS in 2018 as an intern with the Upper Arlington Branch. She joined full time in 2019 upon graduating with her BA degree in Public Relations from Mount Vernon Nazarene University. Mackenzie has been a Client Ambassador for the office focusing on making an excellent client experience amongst other duties serving the branch.