Our Team

Erik S. Wolfers, MBA, CFP®

Erik is the founder (July 2001) and Managing Member of Wolfers Asset Management LLC (owner of First and Main).

Erik’s great grandfather traded on the New York Stock Exchange and his grandfather was a stockbroker.

The interest in money and investments has always been there but Erik spent a few years in high tech after graduating from UCSB with a degree in Business Economics. The time in high tech provided a valuable knowledge base but the passion for finance couldn’t be denied so he went back to school in 1999 to study finance and investments at Arizona State University (4.0 GPA) where he won a spot on the investments practicum (IP) team.

In addition to practicing securities analysis and serving as the IP team’s economist, he had the opportunity to meet and speak with several members of the oversight board all of whom were somehow involved in investing $ millions to $ billions.

Erik also interned between grad school years at what was then Pilgrim Mutual Funds in Phoenix

With these experiences he started his own firm understanding that the knowledge and experiences gained at ASU, at Pilgrim, and as an individual investor, immediately put him in the upper echelons as to what he could deliver to clients.

Within a few years of starting as a fee only money manager Erik became a CERTIFIED FINANCIAL PLANNER™. Being a CFP® is considered the gold standard in the financial services industry for knowledge and ethics. Click here to learn more about the rigorous requirements.

To maintain CFP® credentials one must complete 30 units of continuing education every 2 years as well as re-confirm adherence to the CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct.

Erik knows each of his clients very well so he can serve them as perfectly and individually as possible.

Erik has a deep passion for sport, especially cycling, soccer and skiing. He leads his daughters down double black diamond runs and encourages them to define and deliver on what it means to them to be a student, athlete and citizen.

FAM teams with other specialists to deliver comprehensive financial planning services.

FAM is a registered investment advisor.

Eric Wheeler, CFA

Eric believes that investing in a diversified portfolio with a long-term perspective will yield the best results. Knowing a client’s current financial position, what their goals are, and then acting to position them for success are the pillars of prudent financial management.

Eric brings 25+ years of investing experience to the FAM team. Having always been interested in investing, Eric crafted a career touching diverse areas of the investment world. After a short stint in the Coast Guard, Eric worked at the Pacific Stock Exchange eventually managing his own book of option and equity positions. Eventually his career led him to PG&E Corporation where he worked on a team managing pension, medical, and benefit assets totaling $15billion. Most recently, Eric has been involved in a variety of early stage businesses.

Seeking to broaden his investment acumen, Eric embarked on a course of study to secure the Chartered Financial Analyst designation. The CFA program requires passing 3 annual examinations, adherence to a code of ethics and standards, and having 4 years work experience with direct involvement in the investment decision-making process. He received the right to use the designation in 2006.

When he’s not investing, Eric enjoys soccer. He has coached numerous youth teams and has been active on the board of the Piedmont Youth Soccer Club. Cooking, golf, and playing with his children takes up the rest of his free time.

Eric holds a BS in finance, summa cum laude, from The University of San Francisco.

Eric joined First and Main in February 2016.

Chris Wagner

After graduating with a BS in Finance from the University of Scranton, Chris started his career analyzing data and automating business processes in the late 90’s. Chris enjoyed working with data and helping clients solve problems which led to a long and successful career as an IT consultant living in San Francisco and Brooklyn NY.

Chris has always been passionate about helping people reach their financial goals. Throughout his career, financial planning and investing have always been areas of interest and continuous learning. After thoroughly researching the financial planning profession, it became clear that becoming a Certified Financial Planner was the ultimate goal. After 20+ years of consulting, Chris decided to change careers and pursue the CFP designation. He enrolled in a CFP program in early 2017 and shortly after decided to pursue this fulltime.

Chris believes saving early and having a well-diversified portfolio of assets are the keys to creating wealth. Chris looks forward to the time when he can use his passion, knowledge and experience to be the lead advisor for clients.

Chris currently resides in Charlotte, North Carolina, with his wife Erin and three kids. He enjoys traveling, playing basketball and spending time with family and friends.

Chris joined First and Main Financial in January 2018.

Alison Van Dyke, MBA

Passionate about helping people organize their financial life and realize their goals, Alison Van Dyke has been working for the last 20 years in a variety of finance areas, including public, corporate and personal finance.

Prior to joining First and Main Financial, Alison worked at VitaVie Financial Planning, helping families with young children figure out their financial lives. Alison also worked in Corporate Finance for Bank of America (San Francisco) and Chase Manhattan Bank (New York), syndicating corporate loans for a variety of investment and non-investment grade companies.

Alison has completed the rigorous Personal Financial Planning curriculum at UC Berkeley with Honors, and is pursuing the CFP® certification. She has received her MBA at Georgetown University's McDonough School of Business. Alison also holds her B.A. in Political Science from UCLA and started her career working in public finance raising contributions for Presidential, state and local campaigns while living in Washington, D.C.

On the volunteer front, Alison has served a 4-year elected term on the Burlingame School Board of Trustees, including one year as Board President. She currently lives in Menlo Park with her husband and three children where she volunteers her time at her children’s school and for their sports leagues.

Frank Bonanni

Frank has been in the financial services industry since 1999; starting as a risk analyst and corporate trainer at TD Waterhouse, and afterwards running the new hire training program for Quick & Reilly, which became Bank of America Investments through a merger/buyout.

At Q&R/BofA he developed, facilitated and managed sales and systems training for financial advisor new hires and continuing education for the existing salesforce based out of New York City, Charlotte as well as Boston.

After leaving the training department he was the Northeastern Relationship Manager in charge of a team of 15. His primary responsibility was to act as a mediator and liaison between front and back office and vendors.

From Bank of America Investments he went to JP Morgan/Chase as a financial advisor, managing roughly 70M in assets.

He enjoys his children, yoga, traveling, literature and film, and is a bit of a foodie.

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