Eric provides clients with sound investment strategies designed to manage wealth through comprehensive financial planning. He works closely with each client to thoroughly understand their goals, objectives and underlying financial positions. He then creates a personalized wealth management plan with the ongoing goal of providing the highest level of personal service while having access to a diverse group of money managers and industry experts. Eric holds Series 7, 66, life, health and annuity insurance licenses.
A native of Washington State, Eric now lives in Nashville with his wife, Ashley, their son, Tanner, and their dog, Emjay. He is an avid outdoorsman, enjoying anything in the mountains, on or off the trail, and spending time with friends and family.