Eric has more than 10 years’ experience across financial services. He specializes working with young families, successful individuals, and small business owners to provide comprehensive financial planning and tax strategies designed to build and preserve wealth.

Eric focuses on helping clients integrate personal and business financial planning, covering tax planning, retirement strategies, insurance-needs analyses, and investment management. His background includes deep expertise in financial management, long-term planning, and corporate finance and accounting, as a client-facing advisor and as a leader of internal financial teams. 

As a Certified Plan Fiduciary Advisor, Eric brings retirement plan expertise and advises corporate clients on retirement plan design and management, helping align business goals with long-term financial outcomes for owners and employees alike.

Eric earned his Bachelor’s and Master’s degrees from Penn State University. Eric lives in New York City with his wife, Joanna.