Erik Holt

Registered Investment Advisor at SagePoint Financial

Erik Holt is a Registered Investment Advisor at SagePoint Financial since 2017, an independent financial services firm based in Boerne, Texas, known for its client-centered approach and strong relationship building. Prior to this role, Erik served as a Financial Representative at Northwestern Mutual from April 2015 to June 2017, and held the position of Territory Sales Manager at Xsportsmed, where DME and post-operative care solutions were provided, from February 2013 to April 2015. Erik also worked as an Independent Distributor for Bledsoe Brace Systems & Viscent LLC, offering orthopedic solutions from October 2012 to January 2015. Erik holds a Bachelor of Arts degree from California State University San Marcos and graduated from Carlsbad High School.

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