About Eric
Specializing in holistic planning, wealth management solutions and retirement planning, Eric is dedicated to helping clients achieve their financial goals through personalized and effective strategies. His passion for empowering individuals and businesses to enhance their financial success drives his commitment for comprehensive financial planning.
A Wisconsin native, Eric resides in Elkhorn with his wife, Erin, of over 20 years, and their four sons. Outside of work, he enjoys music, including attending concerts, as well as outdoor activities and backpacking. Eric is actively involved in his community through the New Berlin Chamber of Commerce and faith-based service, reflecting his dedication to both professional excellence and community engagement.
