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 has been a licensed financial advisor for 16 years. He holds the Series 7, 24, 66 and life insurance registrations. Eric has been named a Forbes Top Next Generation Wealth Advisor (2018, 2019) and Five Star Wealth Manager Award recipient (2012-2017).

He is currently active with St. Ursula High School, 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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