A pragmatic and steady presence on the team for over a decade, Eric is a CERTIFIED FINANCIAL PLANNER who brings clear-headed judgment and discipline to portfolio management and investment selection. With an MBA from UMSL and eight years of prior banking experience, Eric provides thoughtful, consistent support grounded in experience and sound decision-making. One of Eric’s greatest strengths is his quick-footed, solutions-oriented mindset, he steps in without hesitation and actively seeks ways to help move things forward.
Outside the office, Eric coaches a 12U baseball team, plays hockey, and previously volunteered as a Big Brother for seven years. His calm, dependable approach carries through everything he does, reflecting the same dedication, reliability, and readiness to help that he brings to the team every day.