Eric has over 10-years of experience in personal finance. His knowledge spans roles in banking, lending, and comprehensive wealth management. His unique skillset allows him to understand and recommend based on a global financial picture when connecting with clients and building financial plans.
He works alongside Sr. Private Client Wealth Advisor, Michael Fedash, where they are tasked with guiding affluent individuals as well as small business owners and nonprofits to develop, implement and monitor a robust financial plan for the individuals themselves and/or their employees. Under Mike’s leadership, he has helped many individuals and organizations grow and thrive with the financial plans they have created and manage on an ongoing basis.