ABOUT US
Eric graduated from the Williams College of Business at Xavier University with a degree in Finance, where he also played Division I baseball. He was previously a financial advisor at Wells Fargo Advisors for 15 years. He holds the Series 7, 24 and 66 registrations and is licensed to provide risk management services using life and health insurance. Eric is a six-time Five Star Wealth Manager recipient (2017, 2016, 2015, 2014, 2013, and 2012).

He is currently active with St. Ursula High School Athletic Boosters, Cardinal Pacelli School, Christ the King Church and the University Club of Cincinnati. He enjoys golf, squash, coaching, reading and spending time with his family. He and his wife, Katie, live in Mt. Lookout with their three children, Allie, Maureen and Kate.
OUR TEAM
We’ve dedicated our careers to delivering personalized investment planning services that our clients and their families deserve.
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