Hi, I’m Eric.
For more than 15 years, I’ve helped people who serve our communities – government employees, first responders, educators, and healthcare professionals - make sense of their finances and prepare for retirement with confidence.
Early in my career, I worked in a city parks and recreation department, where I saw firsthand the impact public employees have on the communities they serve. That experience gave me a deep appreciation for the work of city, county, school, and other public service professionals.
Over time, I noticed something important. Many public employees have strong retirement benefits - pensions, deferred compensation plans, and other valuable resources - but it’s not always clear how those pieces fit together.
That’s where I come in.
As a Certified Financial Planner, my focus is helping public servants gain clarity around their financial picture so they can move from feeling concerned about retirement to confident about their future. I believe our financial lives don’t need to feel overwhelming or full of complicated jargon. My goal is to keep things simple, practical, and focused on what matters most to you and your family.
My wife, Crissie, and kids (Peter, Adalyn, and Ezra) are the joy of my life. I love spending time with my family, and I feel so blessed to walk alongside Crissie as we journey through life and watch these kids learn and grow. I enjoy my time outdoors, within my church community, and with the people I love. I’m naturally curious and enjoy learning - and I bring that same curiosity and care to helping the people I serve make wise financial decisions.
Designation & Memberships:
· CFP®- CERTIFIED FINANCIAL PLANNER ®
· CRPC – Chartered Retirement Planning Counselor
· CSSCS - Corporation for Social Security Claiming Strategies
· CPFA – Certified Plan Fiduciary Advisor
· FPA – Financial Planning Association
· FSI – Financial Services Institute