A wealth advisor at konvergent wealth partners, Eric specializes in providing comprehensive financial planning and investment management services to individuals, families and business owners.

Eric’s mission is simple: To have a meaningful impact on his clients’ financial lives by giving them confidence that someone trustworthy is in their corner at every stage of life.

Eric uses a combination of experience, technology, and a disciplined, process-driven approach to remove uncertainty from his clients’ financial lives. With a deep commitment to service and support, he uses critical listening and problem-solving skills to understand his clients, obtaining a clear understanding of their “why”, their goals and their vision for personal success.