Eric serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Eric brings to his clients more than 17 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for an independent wealth management firm as a Wealth Advisor. Eric has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.
Eric earned a Bachelor of Business Administration degree in Finance from the University of Iowa.
Eric and his wife Molly have three children – Parker, Cutler and Madi Joe. In his spare time, Eric enjoys golfing, coaching his children’s sports teams, playing the guitar, and spending time with his family.
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