Our Team

Meet Our Team

Eric Schuehle


  • Wealth Management


  • Mercer Island


  • Client Services
  • Wealth Strategy Group

Eric Schuehle

Associate Wealth Manager

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.” 


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!

Recent Article Contributions

  • August 11, 2023

    Should I Spend My HSA On My Kid’s Braces?

    Ah, the Health Savings Account (HSA)… with its quick rise to fame, the HSA has gained popularity as a company benefit. The HSA is loved far and wide by financial advisors as a flexible and tax-efficient tool to cover medical expenses in retirement. However, it can be tempting to utilize the funds before retirement – [...]

    Eric Schuehle
    Contributions from: Eric Schuehle
  • October 7, 2022

    Save More for Retirement with Your Health Savings Account

    As you plan for retirement, consider using one of the best options for building tax-advantaged savings – a Health Savings Account (HSA). An HSA is a medical savings account available to anyone enrolled in an HSA compatible high-deductible health plan (HDHP). For the year 2022, the IRS defines an HDHP as a plan with a deductible of [...]

    Eric Schuehle
    Contributions from: Eric Schuehle
  • February 15, 2022

    Retiring Early? Don’t Forget Health Insurance

    If you’re planning to retire early, remember to include the cost of health insurance in your financial plan. Medicare eligibility begins at age 65, but until that time you’ll need to enroll in a private insurance plan.  Be sure to check your eligibility with COBRA from your prior employer as well.  COBRA premiums can be [...]

    Eric Schuehle
    Contributions from: Eric Schuehle, Rich Merrifield, CFP®, AIF®