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Who we are:
We speak truth to wealth

When we say we’re a boutique financial advisory, we mean we’re built for personalized service. We’re not huge, and we keep it that way. We’re excited about helping our clients articulate their goals and dreams — and then helping to make them a reality.

So don’t expect to be chatted up by a partner, then passed off to a junior staffer. (Why would we delegate the fun part?) Do expect to get smart, well-considered advice from highly experienced professionals about whom you should, in particular, know three things:

We’re Certified Financial Planners™. We’ve met a set of standards most financial professionals haven’t — including passing a notoriously rigorous certification exam.

We’re fiduciaries. That means we’re Fee-Only and legally required to put your interests ahead of our own. We make no commission on your investments. It’s something less than 10% of financial advisors can say. 

We’re institutional investors. We're committed to research driven investing with a board of CFA charterholders, using a think tank approach.

Here’s a bit more about us.

  • Founder, Financial Planner

    Erik discovered his love of financial planning in an unexpected place. In the mid-1990s, as an enterprise development specialist, Erik found himself in the recently dissolved Soviet Union assisting small businesses in adapting to the new concepts of capitalism and entrepreneurship. While helping to set up dozens of community banks and counseling business owners on the loans they took, he quickly saw that the power of capital was in the smart planning of how to use it — and, on a broader scale, that the greatest asset of all is having the freedom to plan one’s own future. Money is simply the vehicle that gets you there.

    Years later, Erik returned home with a love of financial planning and an eagerness to share his approach with others who see wealth as a powerful means to fulfilling a meaningful life. Since then, he’s managed hundreds of millions of dollars in assets, advised more than 50 businesses, and founded GoalQuest Advisors. He also remains deeply committed to his community, providing financial counseling to low-income families in Philadelphia and lecturing at local universities.

    Clients appreciate Erik’s ability to simplify complex financial concepts, his meticulous attention to detail, his extensive industry experience, and the genuine care and humanity he brings to every relationship.

    Education and Certifications

    • CERTIFIED FINANCIAL PLANNER™

    • Boston University, Certificate of Financial Planning

    • Greenville University, Bachelor of Business Management, cum laude


    Memberships

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  • Financial Paraplanner

    Lucas has a penchant for helping people, whether it’s lifeguarding in the Poconos or as a key member of our back-office team. Here at GoalQuest, he gathers and analyzes client data, maps the interrelationships within a client’s financial life, and prepares initial cashflow and balance sheet projections. Exceptionally organized and detail-oriented, he enjoys onboarding new clients into our financial planning software and maintaining order as clients’ lives evolve. Lucas also documents discussions in client meetings, tracks action items and executes workflows, arguably the most important aspect of any financial plan. When he’s not supporting clients and advisors, he can often be found building equity compensation models, his favorite technical specialty, or heading up the Turnpike to ski his favorite slopes.

    Education and Certifications

    • Financial Paraplanner Qualified Professional™

    • University of Scranton, Bachelor of Finance

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  • Chief Investment Strategist

    Alex brings a passion for research-driven investing and a deep commitment to helping clients navigate financial markets with confidence. He ensures investment decisions are informed, intentional and built for the long term. By emphasizing disciplined, long-term investing over short-term market noise, Alex reinforces our commitment to planning-centered wealth management.

    As a senior member of East Bay Investment Solutions, Alex and his team construct and maintain our model portfolios, produce proactive analysis on current events and quarterly market commentary, and conduct investment manager due diligence to equip our advisory team with forward-looking investment insights and strategic guidance.

    Previously Alex worked with Focus Partners Wealth, where he served on the investment strategy team, as well as at Wells Fargo Advisors.

    Education and Certifications

    • Chartered Financial Analyst Charterholder, CFA Institute

    • University of Missouri St. Louis, MBA, emphasis in Finance

    • University of Missouri Columbia, Bachelor of Journalism

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  • Trade Execution and Portfolio Administration

    As Head Investment Trader, Brett oversees our portfolio administration and execution strategy with discipline and deep professional experience. Recognized for his steady composure under pressure, Brett is responsible for executing trades across multiple asset classes and managing market exposure, tax location strategies, capital gains budgeting and liquidity to support efficient portfolio performance. Brett uses robust, institutional-grade rebalancing and trading tools to manage household portfolios with a high level of sophistication.

    Brett’s trading team at Advisor Logistics operates across four time zones, ensuring every GoalQuest client portfolio is executed with precision and stays aligned with our financial planning goals, investment risk targets and regulatory standards. 

    Education and Certifications

    • CERTIFIED FINANCIAL PLANNER™

    • The University of Texas at San Antonio, Certificate of Financial Planning

    • The University of Texas at San Antonio, Bachelor of Business Administration

     

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  • Portfolio Reporting and Operations

    Michelle understands it takes strong infrastructure and streamlined processes to run a successful financial planning practice, backed by a personal commitment to helping clients achieve their goals. Her team of operational specialists at Ellevate ensures our wealthtech platform runs smoothly and produces accurate performance reporting and billing administration.

    Using state-of-the-art portfolio management technology, Michelle oversees the delivery of comprehensive quarterly reports that help clients track progress, evaluate investment performance, and stay well-informed throughout their financial journey. Her commitment to continuous improvement keeps the team focused on enhancing both client results and the long-term growth of the practice, ensuring the two remain closely aligned.

    Michelle previously served as Director of Solutions Consulting at SS&C Advent and held a senior executive role with Black Diamond, where she spent several years designing industry-leading financial software solutions for wealth management firms.

    Education and Memberships

    • University of Central Florida, Bachelor of Finance

    • Member, Women’s Board of Wolfson Children’s Hospital

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  • Administration 

    Julie oversees GoalQuest's internal financial and administrative operations. Her experience in bookkeeping, billing and financial administration plays a key role in supporting the practice's continued success.

    She began her career in the restaurant industry, where she developed strong organizational and problem-solving skills. She later gained extensive experience in financial administration through accounting roles in bursars' offices of educational institutions. Today, Julie brings that experience, along with her dedication and attention to detail, to help maintain GoalQuest's financial and operational excellence. 
     
    Education and Certifications

    • Rutgers University, Bachelor of Accounting

    • Taylor Business Institute, Certified Paralegal

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Start a conversation

Contact us to schedule a financial consultation about your goals and dreams and how we can help you achieve them.

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