Eric holds a BA from Indiana University. He has been in the Finance industry for over 25 years. An Accredited Wealth Management Advisor (AWMA®) and Chartered SRI Counselor (CSRIC®), Eric relies on deep client-advisor relationships to fully understand their needs, hopes, fears, values, goals, and all-important items. His mission is to make a positive difference in the lives of his clients through careful planning, informed decision-making, and quality investing.
Eric is very active in the community. He serves as a board member for:
He is also a Flagstaff College Guest Lecturer and has been the 4H Leader and County Fair Superintendent for over 20 years in the Camelid Department.
Eric is a huge advocate for Flagstaff’s Minimum Wage campaign and runs a small carbon sequestration project with camels, llamas, goats, and sheep combined with extensive gardening.