Relatable, empathetic and reliable partner.
As Senior Vice President, Wealth Portfolio Manager, Eric works with the wealth team to understand clients’ goals and objectives for investment savings. He also constructs portfolios while providing ongoing management to help clients reach their goals. Eric understands the importance of communication and asking questions to help clients identify what they are trying to accomplish. Once goals and expectations are determined, Eric enjoys building strategies and executing a plan to succeed.
Experience
- Over 20 years of experience in financial services and investment management
- University of Wisconsin – Whitewater, BBA 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
- Wealth Strategy
- Estate Planning
- Retirement and Financial Planning
Community Involvement
- Motivational speaker for high schools in Southeastern Wisconsin