Eric began his career in the financial services industry with Wells Fargo. In early 2007, he joined AG Edwards as a financial advisor. In the fall of 2008, Eric made the move to Raymond James with Therese and Laura. Eric is a graduate of Purdue University, where he earned a Bachelor of Science degree in financial planning and counseling, and also holds the CHARTERED RETIREMENT PLANNING COUNSELOR™ designation from the College for Financial Planning. As a Certified Financial Planner® professional, Eric works with clients to determine goals and then develops, implements and monitors a sound financial plan.
Eric currently resides in Downers Grove with his wife, Rachel, and their three children. When not working he enjoys attending his daughters’ dance competitions, coaching his son’s basketball and football teams, and traveling.
Eric has previously served on the board of Dorothy's Family Charity and in several roles with the Purdue Club of Chicago
(President for two terms, Treasurer for three terms, and Scholarship Committee).
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Raymond James is not affiliated with the above organizations and/or charitable causes.
