firstname.lastname@example.org | 206.466.6206
After the 2009 market downturn, the financial marketplace was forever changed and so was Eric’s opinion of the industry. What changed? He wanted his work to focus on helping people versus selling a product.
In the Associate Wealth Planner and Senior Private Client Services Associate role, Eric uses analytical tools and analysis to ensure that financial plans are documented and achievable. He reviews plan progress over time and collaborates with Relationship Managers to help monitor, implement, and communicate that progress to ensure clients feel confident in all aspects of their financial life. Additionally, he continuously reviews investment portfolios to confirm they remain in alignment with long-term strategic allocations and objectives.
For more than 10 years, Eric has enjoyed seeing that smile on a client’s face when you tell them they have achieved their financial goals. His focus continues to be providing excellent service, putting the client’s interest first, and aiming to simplify personal financial management.
In an industry filled with jargons and definitions that can be confusing to a lot of people, Eric likes to remind clients that investment expert Peter Lynch said it best, “Never invest in any idea you can’t illustrate with a crayon.”
My twin brother’s CD that he recorded in 2011. He has since passed away and I listen to it often. I love hearing his voice.
I enjoy spending as much time as I can with my two teenage boys. I also enjoy trail running with our yellow lab. One more thing… I am big UW Huskies fan and never miss a Dawgs football game. Go Dawgs!