Viewing you as a valued client – not just a retirement plan number.
As Assistant Vice President, Wealth RPS Advisor, Eric specializes in developing and maintaining meaningful long-term relationships with clients seeking tailored retirement solutions. His experience in the trust and wealth industry ranges from mutual fund accounting, to the settlement of trades and now working with individuals and companies to help them understand the importance of saving for retirement and the proper ways to get there. Eric understands the struggles of balancing savings versus debt and puts the complicated investing jargon into terms that everyone can understand. And using a tag-team approach with an investment advisor, he plays a key role in helping your employees understand how to utilize the benefits to the fullest extent and to learn about how their plan works, the investments within, and how to tie it all together to maintain a proper retirement plan. The retirement plan is only one important part of a client’s whole financial picture, and tying debt with savings is a crucial part of hitting financial goals.
- Joined Johnson Bank in 2014
- More than 20 years of experience in financial services
- Vast experience in retirement plan design, administration and sales along with banking, trust, brokerage and wealth management
- Bachelor’s degree in finance
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Retirement Plans
- Board member of the Greater Milwaukee Employee Benefits Council
- Member of Wisconsin Retirement Plan Professionals, Ltd.