Erik O. Thompson

Founder

Peerless Wealth is a fee-only registered investment advisory owned and operated by Erik Thompson. With experience of over 20 years, Erik has developed and refined a process for successful professionals and entrepreneurs to create a work-optional lifestyle and feel confident about their financial future.  Peerless Wealth does not strive to see how big we can get, but rather strives to see how small we can stay.  The result is an enhanced client experience defined by customized, conflict free advice and counsel delivered by the firms’ experienced owner.  Out of the office, Erik hobbies include golf and physical fitness.  He resides in Powell, Ohio with his wife and two boys, ages 7 and 12.

For Erik’s complete bio click here

Sarah J. Rowe

Administrative Assistant | FPQP®

Sarah Rowe comes from a corporate design background with business management experience. She is a Columbus native having graduated from Columbus College of Art & Design and went on to work for some of the biggest names that call this great city home. She then made the switch to office management, helping run a successful Columbus-based small business for several years by focusing on enhancing the client service experience. She is excited to join Peerless Wealth to assist Erik in running the office so he can focus entirely on our clients’ financial and investment goals.  Outside of work she enjoys spending time with her family and friends as well as traveling. While she enjoys the beautiful beaches of the Caribbean her most recent travels took her half way across the world to Thailand.

Robert Pascarella

Research & Trading Analyst

Rob graduated with a mechanical engineering degree from Ohio Northern University and went on to become a licensed professional engineer in thermal-fluid systems, specializing in steam and gas turbine technology. Rob serves as a research analyst for Peerless Wealth and also assists with business development.  His engineering background, trading experience, passion, and knowledge of the financial markets provides valuable perspective in the development of portfolio strategy. He is an avid foodie; in his free time, he enjoys exercise, golf, and reading all things technology & financial related.

Shawn Swanson

Financial Advisor & Insurance Specialist

Shawn has over 25 years of experience as a financial advisor and specializes in preparing individual for retirement. Shawn has focus on state and federal government employees and has a deep understanding of their unique needs relating to the Thrift Savings Plan, FERS, SERS, FEGLI, and PERS plans. For Peerless Wealth, Shawn  specializes in providing evaluation of client's insurance needs, including Life, Disability, Long-Term Care and Annuities. Shawn holds his series 66, Series 7, and Series 6, and Ohio Insurance Licenses. Shawn is not an Investment Advisor Representative for Peerless Wealth as his role is limited to insurance consulting for Erik Thompson, Peerless' Lead investment advisor. In his free time Shawn enjoys golfing, spending time with his significant other, and his two teenage daughters.

James Lowe

Tax Specialist & Enrolled Agent

James has nearly 30 years of experience as an accountant preparing taxes for both individuals and businesses. Many investment and financial planning concepts have tax consequences. James acts as a consultant to Peerless Wealth’s lead advisor, Erik, to ensure proper understanding of the tax consequences that relate to financial and retirement planning so that Erik and his clients can make the best possible decisions. James also prepares income tax returns for many of Peerless Wealth’s clients. In his free time, James plays competitive softball and spends time with his wife and two kids.

Stephanie Thompson

Stephanie comes from a teaching background where she taught second grade students for over 10 years.  She is Erik’s wife of over 20 years and, due to growth of Peerless Wealth, has recently made the change from full-time homemaker to part-time office assistant.  Weather it’s assistance with office accounting, payroll, client events, or anything else that comes up, she helps Erik stay focused on delivering quality financial advice and portfolio management for his clients.  Like Erik, she enjoys golf and physical fitness.  She is also an official “hockey mom” for their oldest son, an official member of the AAA Columbus Blue Jacket travel team.

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Address

632 N. High St.
Columbus, OH 43215
United States

Contact

P: (614) 824-2824
F: (614) 754-1281
info@peerless-wealth.com