After a successful prior career as a Client Relationship Manager, Eric fulfilled his goal of becoming a Wealth Advisor and obtained a General Securities Series 7 registration as well as a Series 66 registration held through LPL Financial. By working with each client to understand and determine their financial needs and objectives, Eric assists individuals and businesses in working toward those objectives by developing and implementing a customized strategy with each client. He brings a relaxed, approachable style to his work and looks forward to helping you in the future.
Eric earned a Bachelor's degree in Finance from the University of Pittsburgh. Eric resides in Sinking Springs, PA with his wife Kara and their three daughters. In his personal time Eric enjoys spending time with his family, golfing, working out, and reading.