Eric earned his bachelor's degree in Mathematics from the University of California, Santa Barbara. With over 10 years of experience in the wealth management industry, Eric brings his passion for solving complex problems and working closely with clients to the firm. He has specialized in project management, portfolio management operations, and investment counseling.
Eric was born and raised in Anchorage, Alaska where he was actively involved in snow sports and the outdoors. A lifelong learner, you might find Eric listening to audiobooks or podcasts while training for ultramarathons. Some of his favorite local places to run and explore are Forest Park, the Columbia River Gorge, and Mount St. Helens. In his spare time, he also enjoys cooking and playing guitar.