Erik Sartin

Erik Sartin has been empowering people through financial planning since 2012. After building a successful solo financial planning practice, he and Brad Sparks co-founded The Planners Inc in 2023. The firm employs four advisors and provides comprehensive financial planning and investment management for over 100 households. Erik believes that financial plans should reflect each client's unique personal values and perspectives. He finds that people are most excited about money and most successful when working towards a financial future that aligns with their beliefs. Erik creatively co-creates financial plans with clients and is dedicated to helping them solve financial problems and consistently delivering value.

Erik received a business education from Wheaton College in 2005 and began his career in business-to-business sales, where he discovered a love for working with entrepreneurs. He is married with four school-aged children and enjoys outdoor activities such as hiking, hunting, fishing, and backpacking. He is also active in community workout groups and served as a treasurer for a non-profit for seven years.