Erik Mizell, CLU®, CFP®
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- Francis Marion University, B.S.
- Board Member, Caine Halter YMCA
- Member, First Baptist Church of Simpsonville
Erik is a Wealth Coach for our team, he specializes in working with clients to develop income distribution strategies for them to maximize their retirement goals. He is a Certified Financial Planner ™ and also holds multiple other designations and securities licenses. Erik also provides crucial education for medical residents and fellows to help them develop great financial habits while they are in training.
Learn more about Erik
Erik is originally from Harleyville, SC, where he grew up on a family farm and spent most of his childhood playing sports and being outdoors. Erik graduated from Francis Marion University in 2001. He is married to Miranda, a native of Fountain Inn, and they have three children, Mallory, Grant & Jase. They like to travel as a family and spend time on the coast. Erik is a self-admitted CrossFit addict, and also is very active as a board member for the Caine Halter YMCA. They are also members of the First Baptist Church of Simpsonville.