As a Financial Advisor, Eric helps people develop and implement individualized goal-based retirement savings plans and provides life insurance and disability insurance to protect their families and resources. In addition, he works with small businesses to provide group benefits and retirement plans for their employees and business transition plans for their owners.
Eric’s past experiences includes twenty years in higher education philanthropy where he was a successful major gifts officer, fundraising leader and endowment manager.
Eric is deeply committed to education at all levels. He enjoys working to empower youth and help them to build the skills they need to achieve their goals in life.