With both a Masters degree in Electrical Engineering and a holder of the CERTIFIED FINANCIAL PLANNER™ designation, Eric brings both science and art to bear when working with clients. He has spent the last seventeen years leading clients to successful financial planning outcomes through financial plan execution and portfolio management.
Eric is an active member of the Rotary Club of Portland, including being the past-President of the Charitable Trust Board and having served on the Rotary Investment Committee since 2003.
Having grown up in Michigan, Eric holds a BSEE from Tufts University and a Masters in Electrical Engineering from Stanford University. He spends much of his free time with his wife, Jill, and their children. You can also find Eric running, hiking and pursuing his love of traveling with family and friends.