About
Eric
Eric works with high-net-worth individuals and families across asset allocation, investment implementation, financial planning, and cash flow needs. He has a passion for helping people reach their goals and does this by gaining a robust understanding of clients’ needs, values, and challenges and providing thoughtful solutions.
An industry veteran, Eric joined Focus Partners Wealth in 2026, bringing expertise garnered from his work at Kovitz and TMD Wealth. He spent eight years with the Vanguard Group prior to joining TMD. During his tenure, he served as a manager of other advisors and worked directly with clients as a financial advisor responsible for portfolio construction and ongoing oversight of the financial planning process.
Education and Professional Milestones
-University of Phoenix – bachelor’s degree in business with a concentration in finance
Eric works with high-net-worth individuals and families across asset allocation, investment implementation, financial planning, and cash flow needs. He has a passion for helping people reach their goals and does this by gaining a robust understanding of clients’ needs, values, and challenges and providing thoughtful solutions.
An industry veteran, Eric joined Focus Partners Wealth in 2026, bringing expertise garnered from his work at Kovitz and TMD Wealth. He spent eight years with the Vanguard Group prior to joining TMD. During his tenure, he served as a manager of other advisors and worked directly with clients as a financial advisor responsible for portfolio construction and ongoing oversight of the financial planning process.
Education and Professional Milestones
-University of Phoenix – bachelor’s degree in business with a concentration in finance