Eric earned his bachelor's degree in Mathematics from the University of California, Santa Barbara. With over 15 years of experience in the wealth management industry, Eric is passionate about solving complex problems and helping clients feel confident about their financial goals. He has specialized in financial planning, 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.