Eric is a financial professional with more than 40 years of experience in the financial services industry. He specializes in working with pre-retirees and retirees, helping them develop personalized strategies designed to pursue their financial goals and provide greater confidence as they plan for the future.
Over four decades, Eric has built lasting relationships with clients by taking the time to understand what matters most to each individual and family. His approach is centered on personal service, thoughtful guidance, and comprehensive financial planning tailored to each client’s unique circumstances, priorities, and objectives.
Eric believes that financial planning should be personal. Every client has a different story, different goals, and different vision for the future. He takes pride in listening carefully, simplifying complex financial decisions, and helping clients turn their priorities into a thoughtful, actionable plan.
Outside of his professional life, family is at the heart of what matters most to Eric. He and his wife, Kimberly, have been married for 35 years and have two daughters. They enjoy spending time together, visiting family out of state and traveling whenever they can. Eric also enjoys attending sporting events and listening to live music. He is also actively involved in his church community.