Eric is VP of Brokerage and has been with the firm since 2017. In his capacity, he works closely with insurance brokers to provide a diverse portfolio of insurance solutions for clients needing life, disability income, long term care and annuities.
Eric has been in the financial services industry for over a decade having gained a wide range of experience in banking, trust administration, retirement and estate planning, charitable giving, business succession, and advanced sales insurance concepts. Eric holds a Bachelor’s Degree in Finance from The University of Wisconsin-Superior and two Master’s Degrees from The College of St. Scholastic where he earned a M.A. in Finance and an M.B.A.
Eric is committed to giving back to both the financial services industry as well as locally through his involvement as a board member for the Society of Financial Service Professionals and as a member of various professional and charitable organizations. He was recognized by the Phoenix Business Journal as a 2017 “40 Under 40” honoree which celebrates those individuals making a major impact on the Valley’s business and non-profits community.
In his free time, Eric enjoys traveling the world, learning, and taking on new athletic challenges. He is preparing for his first triathlon and participates in a number of sports leagues including flag football and sand volleyball.