Eric began his career in the financial services industry with Wells Fargo. In early 2007, he joined AG Edwards as a Financial Advisor and a member of the Meike Wealth Management Group. 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 COUNSELORSM 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 performances, coaching the kids sports teams and traveling. Eric previously served on the board of Dorothy's Family Charity. He is currently on the scholarship board for the Purdue Club of Chicago. Eric previously served the Purdue Club of Chicago has President for two terms and Treasurer for three terms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.