Prior to joining our firm, Eric worked with Envestnet, a financial technology company. He assisted financial advisors on a range of advanced planning topics. With his past experiences, he helps deepen our ability to consult on topics such as social security optimization, pension/income stream analysis, and tax strategy.
Eric is originally from Baltimore and attended Randolph-Macon College where he received a BA in Finance. Outside of the office, Eric enjoys activities such as fishing and traveling. You can also find him getting in his crossfit workouts on a regular basis.