About Eric
Eric knows that the work he does for clients today can make an impact for generations to come. He finds inspiration in the stories clients tell about their families and lives, aside from just their business or their finances.
After working on the broker-dealer side of the financial planning business, Eric sees himself as a resource for people who don’t know who to trust or where to go. Eric specializes in providing comprehensive wealth management and investment planning solutions to ensure clients are on track to reach the goals most important to them. His duties include implementing and monitoring tax-efficient investment strategies, planning for education and retirement, estate planning, and philanthropic giving. He has found that collaboration is a major part of putting together and then monitoring any financial plan.
Eric is a life-long Hoosier and an avid sports fan. He has two daughters.
Education and Professional Milestones
-Manchester University - bachelor’s degree in business administration
-Prior to Focus Partners Wealth, worked for Charles Schwab & Co. and Mutual of America in roles involving working directly with clients to assess, review, and implement investing and savings strategies.
Eric knows that the work he does for clients today can make an impact for generations to come. He finds inspiration in the stories clients tell about their families and lives, aside from just their business or their finances.
After working on the broker-dealer side of the financial planning business, Eric sees himself as a resource for people who don’t know who to trust or where to go. Eric specializes in providing comprehensive wealth management and investment planning solutions to ensure clients are on track to reach the goals most important to them. His duties include implementing and monitoring tax-efficient investment strategies, planning for education and retirement, estate planning, and philanthropic giving. He has found that collaboration is a major part of putting together and then monitoring any financial plan.
Eric is a life-long Hoosier and an avid sports fan. He has two daughters.
Education and Professional Milestones
-Manchester University - bachelor’s degree in business administration
-Prior to Focus Partners Wealth, worked for Charles Schwab & Co. and Mutual of America in roles involving working directly with clients to assess, review, and implement investing and savings strategies.