Eric has adopted a bit of a hybrid role heading up our marketing efforts along with learning the ins and outs of operations. He gains fulfillment and pride from being able to be creative in his role. He says, “It’s my goal to bring awareness to our brand as we provide such a great service to our community. Our financial advisors truly care about our client’s and their wellbeing.”
Eric’s background is in the mortgage industry. He spent many years as a high producing Sr. Loan Officer and eventual Branch Manager. He has had a pretty smooth transition from mortgages to wealth management. Eric has been happily married to his wife, Cristina, for 12 years, and they have four kids who all recently graduated high school and are either in college or transitioning into college in the coming semester. He has 3 dogs, Kevin, Buddy, and Olive and loves spending time with them and his family.
