Eric wants to live in a world filled with people that are at financial peace, unburdened by the anxiety that comes with trying to figure out how to never go broke. He also wants to live in a world where markets only go up, people never become chronically ill and emergencies never occur. Unfortunately, that world doesn’t exist.As a financial advisor and planner with more than 20 years of experience, he’s worked with clients as young as 1 and as old as 93. He’s seen client’s toddlers graduate from college, attended many retirement parties and managed to navigate through some of the most tumultuous markets years in the history of our nation. That look in his eye is the look of someone who’s seen it all but is always looking to learn more and pass that knowledge on.When he’s not helping families of special needs children and adults figure out how to make their money last two lifetimes, you’ll find him spending time with his patient and big-hearted wife Heather and their two wonderful children. His oldest is autistic (and amazing) and that has been a driving force behind his goal to be a significant long-term resource for other families that want to know that (a) it’s going to be okay, (b) they aren’t alone, and (c) people are here to help. Eric knows first-hand how hard it is to plan for two lifetimes, let alone one.You’ll sometimes find him on remote hiking trail, huffing and puffing his way up a mountain, dreaming of hiking the Pacific Crest Trail. Let him know if you’d like to come along! His kids aren’t as easy to convince anymore. In the meantime, reach out to Eric and his team for practical tips on how to achieve and maintain your vision of financial independence. We have a drive to help everyone, regardless of whether or not you become a client.
Listed skills include Retirement Planning, Investments, Series 7, Financial Planning, and 5 others.