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Erik Thompson

Erik O. Thompson has spent most of his career as a Financial Advisor in the Columbus, Ohio area. 21 years ago he started as an Edward Jones Advisor. In 2004 Erik left Edward Jones and affiliated with an independent broker-dealer. With the goals of providing structure, procedures, and a platform for scalable growth, Erik hired a Pareto Consultant in 2009. Over the next nine years, Erik grew his firm to over $300 Million AUM, employing two junior advisors and four staff members. He attributes part of his success to the work he accomplished working with Pareto.

Erik has ownership and involvement in several other Columbus-area businesses and slowly transitioned his clients to junior advisors before and completing a final sale of his practice in early 2019. Erik still practices on a small scale as a Financial Advisor for a small number of clients. He has always enjoyed mentoring advisors and has always put a high value on the advice Pareto Systems offered to him, which led to Erik ultimately deciding to be a practice management consultant with Pareto.

More About Erik Thompson

Outside of the business world, Erik and his wife Stephanie have two boys, ages 5 and 10. The older of the two is a proud member of the Ohio AAA Blue Jackets Elite Travel Ice Hockey Team, so many weekends are spend traveling and rooting on the team. Both he and Stephanie enjoy golf, physical fitness, and traveling.

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