With more than 21 years of experience in financial planning and investment management, Eric has the accumulated knowledge and perspective to help you with your financial goals. Eric understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Eric will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Eric endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process considers your investing experience, expectations for returns, tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Eric designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and once you are comfortable with your new plan, Eric puts it into action and seeks opportunities to adapt to life changes and new goals.
Eric began his career in financial services in 2001 and previously spent 20 years with Edward Jones. Today, Eric provides retirement, wealth, financial and estate planning through using equities, fixed income securities, managed money and 529 education savings plans and more through Raymond James. A native of San Antonio, TX, Eric resides in Helotes, TX. He is a member of the Helotes Chamber of Commerce, the Coastal Conservation Association of Texas, Wine 101 and the Dominion Country Club. Away from the office, Eric also enjoys golf, fishing, hunting and traveling. Eric and Robin have been married for 21 years and their two boys attend O’Connor High School in Helotes.
Raymond James is not affiliated with the above organizations and/or charitable causes.