Eric Herzog, Fargo, focuses on helping each client design and implement a wealth management strategy that is unique to them. He actively works with clients by co-creating financial plans for retirement and generational wealth transfer.

Eric began his career in Minneapolis, working as a Retirement Consultant for Allianz. Prior to Prime Capital Investment Advisors, he held financial advisory roles with Goldman Sachs, as well as an independent Broker/Dealer.

He is a CERTIFIED FINANCIAL PLANNER™ professional and received his Bachelor’s degree from Saint John’s University in Collegeville, MN, where he studied Economics.

Eric and his wife Lauren live in Minnesota lake country with their son. In their free time, they are often traveling, enjoying the outdoors, or experiencing live music.