Eric Schuehle

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. 

As an Associate Wealth Manager, Eric is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life.

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.”