About Eric

A retired executive chef and former business owner, Eric transitioned into financial services after a long career in hospitality management and accounting. That experience instilled in him a disciplined, service-oriented mindset—along with a sharp eye for detail and numbers. In 2020, Eric and his wife Lisa, a licensed insurance professional, launched The Triumph Agency to help individuals and families navigate financial challenges with clarity and care. 

Eric holds a Series 65 license and a life and health insurance license. He specializes in income planning, tax-efficient retirement strategies, and legacy and estate planning—often working with pre-retirees, retirees, and working-class families. His flagship service, the Triumph Retirement Shield, is a comprehensive offering that focuses on four key pillars: Income Planning, Tax Efficiency, Wellness Care Strategy, and Legacy Estate Planning. Eric tailors each plan to the unique needs and risk profile of the client, guided by one powerful question: “What’s important about money to you?” 

Beyond his advisory role, Eric is a contributing author to the upcoming book Living an Invested Life and has been featured on Fox, CBS, and NBC as a retirement planning specialist. He frequently leads educational estate planning workshops as part of his work with the Association of Financial Consultants, and he is actively developing digital resources to expand the reach of his financial literacy efforts. 

Now based in San Antonio, Texas, Eric and Lisa embrace an adventurous lifestyle. They are avid motorcycle riders and often combine their love for the open road with faith-based outreach through evangelism and community service. Eric also serves in local ministries and participates in charitable initiatives supporting parolees, grieving families, and underserved communities. Together, they are proud parents of three sons who continue to be a central source of joy and inspiration in their lives. 

Whether he’s guiding a client through legacy planning or volunteering to support those starting over, Eric approaches every interaction with compassion, clarity, and conviction. His mission is rooted in one goal: to bring structure, meaning, and peace of mind to every financial journey he’s a part of.