Our People

Peerless Wealth is a fee-only registered investment advisory owned and operated by Erik Thompson. With experience of over 25 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, 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 10 and 15.

For Erik’s complete bio click here

Sarah 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.

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.

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. *Mr. Lowe acts as a consultant and preferred referral partner to Peerless Wealth LLC and is not a direct employee of Peerless Wealth, LLC.*