As the Branch Manager of the Sarasota office, Eric brings a lifetime of experience and knowledge, which helps him to be a thoughtful, caring and enthusiastic leader. For 30 years, Eric has been earning the trust of his clients with a comprehensive holistic approach to wealth management.
Eric's attention to detail and focus helps him advise his clients on the many facets of wealth, financial and estate planning, utilizing disciplined Planning and Allocation Strategies. Having knowledge of the unique and complex issues facing today's business owner and their families, Eric works with business owners on exit, succession and transfer planning.
His four years of service in the United States Marine Corps is where he learned invaluable leadership skills and discipline. Eric settled in Sarasota in 1970, and has been an active member of the community ever since. He volunteers with the Take Stock in Children Program, which provides a four-year college education for at-risk youths in the Sarasota Community.
Eric and his wife Moira have been active members in The Church of the Palms, participating in youth group leadership and as mission leaders. Eric is past elder of the church. Eric and Moira have been avid sports spectators, watching their three girls compete on both high school and travel teams (softball, X-country, volleyball, soccer, track and lacrosse). Eric is a Master class sporting clays competitor.
The credentials that help build confidence
- CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®)
- ACCREDITED ASSET MANAGEMENT SPECIALIST (AAMS®)
- Holds life insurance, health insurance and variable annuity licenses
- B.S. degree with a major in Finance from The University of Florida
Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, OK, PA, RI, SC, TN, TX, VA, VT, WA, WI
Registered States:
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI