About
Eric
Eric works alongside the Focus Partners advisory team to support clients with investment management, retirement planning, tax-efficient strategies, and estate planning.
Eric brings nearly a decade of experience in public accounting, tax planning, and advisory services to Focus. He spent much of his career with a small CPA firm, where he advised individuals, closely- held businesses, trusts, and estates on a broad range of tax and financial matters. During this time, he expanded his work into comprehensive financial planning, which ultimately led him to pursue wealth management full time.
Originally from Michigan, Eric now resides in Carmel, Indiana, with his wife. Outside of work, he is an avid golfer who enjoys reading, following sports, and spending time in northern Michigan. He also has a passion for lifelong learning and exploring new interests.
Education and Professional Milestones
-Western Michigan University - bachelor’s degree in accountancy
-Western Michigan University – master’s degree in accountancy
Eric works alongside the Focus Partners advisory team to support clients with investment management, retirement planning, tax-efficient strategies, and estate planning.
Eric brings nearly a decade of experience in public accounting, tax planning, and advisory services to Focus. He spent much of his career with a small CPA firm, where he advised individuals, closely- held businesses, trusts, and estates on a broad range of tax and financial matters. During this time, he expanded his work into comprehensive financial planning, which ultimately led him to pursue wealth management full time.
Originally from Michigan, Eric now resides in Carmel, Indiana, with his wife. Outside of work, he is an avid golfer who enjoys reading, following sports, and spending time in northern Michigan. He also has a passion for lifelong learning and exploring new interests.
Education and Professional Milestones
-Western Michigan University - bachelor’s degree in accountancy
-Western Michigan University – master’s degree in accountancy