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 registered financial advisor since 2003. He holds the Series 7, 24, 66 and life insurance registrations. Eric has been named a Forbes Top Next Generation Wealth Advisor (2020) and a Five Star Wealth Manager Award recipient (2022).

He enjoys sports, travel 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.