Senior Wealth Management Analyst- Certified Financial Planer
M.B.A. (General Business), Texas Tech University
B.A. (Finance), Texas Tech University
Erik Aagaard serves as Senior Wealth Management Analyst for The Trust Company in their San Antonio office.
Erik joined The Trust Company in 2001 and is involved in multiple aspects of wealth management, focusing primarily on financial planning.
He holds a Bachelor of Business Administration in Finance and a Master of Business Administration in General Business, both from Texas Tech University. Mr. Aagaard is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a member of the South Texas Chapter of the Financial Planning Association.