Eric is an Investment Advisor Representative with over 30 years of experience in financial services. He helps his clients with portfolio construction and analysis with a focus on wealth preservation strategies as an anchor to help protect their hard-earned assets. He then balances the portfolios with growth strategies to help ensure his clients never run out of money.
Eric is adept at explaining advanced financial concepts in an easy-to-understand manner and sees part of his job as helping to bridge any knowledge gaps for pre-retirees and retirees. His knowledge isn’t reserved just for his clients, however, as he holds multiple seminars and workshops each month in order to help his community be better informed about their financial options. Eric holds Series 63 and 65 securities registrations and is insurance licensed in six different states.
Eric received both his undergraduate degree and MBA in finance from the University of Montana. He and his wife, Julie, have two grown children, and Eric is a veteran Scout leader and baseball coach. His free time is now occupied by pursuing his passions of hunting, fishing, skiing, travel and golf. Eric and Julie are members of Florence Carlton Catholic Church.