Eric is a Financial Advisor who works closely with his clients to set realistic goals and appropriately manage their return expectations. The reason he works in the Financial Services industry is because he enjoys the creativity an advisor must display in understanding and planning for every client’s financial needs. What Eric enjoys most about his work is finding opportunities in an ever-changing market environment.
Eric has spent over 10 years with Morgan Stanley and offers a wide variety of services; always starting with a comprehensive understanding of one’s present financial situation and ending with the development and implementation of a customized financial plan. He also provides lively discussions around multi-generational planning and use of today’s technology.
People who know him appreciate his personalized approach and process in helping his clients prioritize their financial well-being. He has helped hundreds of people deconstruct complex financial topics and craft strategies tied to their short and/or long-term investment goals.
Eric graduated from DePauw University with a Bachelor of Arts. He holds the Certified Financial Planner™ and Qualified Plan Financial Consultant designations. He resides in Chicago, Illinois with his wife and dog Bruce. In his spare time, he enjoys golf, working out on his peloton bike, and reading non-fictional literature. Eric is very actively involved with the associate board for Covenant House Illinois in Chicago, IL.
Services Include
- Financial Planning
- Retirement Planning
- Asset Management
- Cash Management and Lending ProductsFootnote3
- Planning for Education Funding
- Estate Planning Strategies
- Annuities
- Life Insurance
- Long-term Care Insurance
Securities Agent: ID, CO, NM, NJ, NC, TX, NV, MO, TN, SC, PA, NY, MD, CT, MT, CA, UT, KY, KS, GA, AZ, WV, WI, OH, MA, HI, AL, WA, MN, IL, IA, DC, AR, VA, SD, NE, MI, IN, FL, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1261761
CA Insurance License #: 0I75752
AR Insurance License #: 16336769