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Growing up in a family of career agents,  Eric has a solid foundation in finance, risk management and knowledge of products.  He follows a specific step by step process to add a level of comfort often lost in today’s hectic world.


Eric graduated from Heidelberg University with a Bachelor of Science Degree in Business and Computer Information Systems.  He has made it his mission to become educated to find ways to share this knowledge of regulations and laws. 


Because strategic partners are a key part of the process, Eric has teamed up with David Trende, a Financial Advisor who is Series 7 and 66 Securities registered as well as Life, Health and Annuity Licensed. David can help clients review portfolio holdings, to recommend opportunities based on your particular needs.   


Eric’s involvement with multiple non-profit organizations as a committee chair, volunteer, and advisor has contributed to balance out work/life ties with his passion to watch people grow. His volunteer work revolves around kids and seniors.  Watching children learn is nurtured by connecting them with opportunities to soak in the wisdom of our Seniors. 

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