Since 1999, Eric has helped individuals and businesses alike pursue their financial goals – seeing them through some challenging economies and financial markets. However, his interest in helping people plan for their financial futures began many years before that. It was at age 16, when Eric’s father took him along on a visit to the family’s financial advisor. Impressed by the advisor’s role in helping his family manage their investments, Eric knew it was the career for him.
In preparation for his career, Eric attended the University of Wisconsin-Milwaukee, where he earned a degree in finance. Later, Eric achieved the designation of Wealth Management Specialist, after completing coursework designed to give him a better understanding of the fundamentals of wealth accumulation and management, and the designation of Accredited Asset Management Specialist℠ after completing a course of study covering investments, insurance, tax, retirement and estate planning issues.
Eric received the Presidents's Club* award in 2010, 2011, 2012 and 2013. He also qualified for the Chairman's Council* in 2014.
Originally from Green Bay, Wisconsin, Eric and his wife, Misty, live in Chicago. Outside the office Eric enjoys golf, fishing and other outdoor activities.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.
- 550 West Washington Blvd. Suite 1050 Chicago, IL 60661
- T: 312.869.3800
- F: 312.869.3838
- TF: 800.543.5304
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