Eric prides himself on embracing the future for his clients. He expertly combines state-of-the-art technology and innovative strategies, guiding an array of high-net-worth through their financial journey.
Eric believes in a balanced approach to wealth management, prioritizing lifestyle planning and portfolio optimization. He develops tailored financial plans that enable his clients to enjoy their present lifestyle while building a secure future.
Forbes, Business Insider, and local publications such as the Toledo Blade and WTOL have all featured Eric as a thought leader in the wealth management sphere. His expertise as a Certified Financial Planner and Accredited Wealth Management Advisor provides unique insight into the complex financial world of his clients, and he utilizes cutting-edge techniques to provide a leg up against others in the industry.
Away from work, Eric cherishes time with his wife Charine, their son Cooper, and their dog Callie. This personal life balance fuels his professional passion of helping clients enjoy today while preparing for tomorrow.