Skip to content

Using a personalized approach to help you achieve your goals.

As Senior Vice President, Wealth Portfolio Manager, Eric works with individuals and non-profit organizations to create customized investment solutions. With a strong emphasis on providing a personalized experience, Eric actively listens to each client’s unique needs to deliver the most relevant financial solutions.


  • 18 years of experience in the financial services industry
  • M.S. in Applied Economics from Marquette University
  • B.S. in Math and Economics from University of Wisconsin – Eau Claire
  • CFA Charterholder

Ask Me About

  • Estate Planning
  • Family Office Services
  • Retirement and Financial Planning
  • Wealth Strategy

Community Involvement

  • Longtime resident of De Pere, Wisconsin
  • Active board member, coach and volunteer with De Pere Baseball

Request an Appointment