Eric began his career in finance in 2012, building on a prior foundation of experience as a healthcare professional, which he finds to be the ideal groundwork for his role as a financial advisor. His background in patient care translates into a dedication to managing the financial health of his clients. Eric recognizes that each client’s life stage is unique, necessitating a financial plan that is tailored to their individual personal and business circumstances. He is committed to identifying the financial security products that align with your objectives. Once your customized financial plan is established, we will continue our collaboration to evaluate progress towards your goals and ensure you remain confident that everything is proceeding as planned. Eric is happily married to his wife Alison, and they have three daughters. Outside of work, he enjoys golfing and spending quality time with his family and friends.
