Eric earned his BA from the University of Minnesota – Twin Cities in Political Science, and an MBA from the Carlson School of Management. In addition, Eric holds the Certified Investment Management Analyst® and Certified Private Wealth Advisor® certifications from The Investments & Wealth Institute and was certified in 2009 as a Chartered Retirement Planning Counselor® by the College for Financial Planning. You can be confident I will bring my full knowledge and over 15 years of industry experience to every opportunity we explore, and every move we make together.
I measure my success the way my clients do. By the goals we’ve pursued together, the wealth we’ve managed to grow, and the life I’ve enabled them to live through sound, strategic wealth planning. If you’d like to see that process for yourself, call me. I’d love to see what we can accomplish together.