Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Augustana College- B.A., Business Administration and Management

Previous experience

  • Waddell & Reed- Financial Advisor, 4.75 years
  • Simplex Investments- Options Trader, 3.75 years

Interests

Eric and his wife Danielle have three kids; William, Livia & Ryan....and their wheaten terrier, Frankie. When it's not work or kids' extra curricular, the whole family loves outdoor activities. Golfing is probably Eric's favorite but skiing would be close if he could do it more.