Eric began his career in the financial services industry in 2001. His primary goal is to make sure his clients have a wealth management plan and portfolio allocation to achieve their retirement goals. Eric has passed his Series 7 and 66 securities exams and holds his life and health insurance licenses.
In 2016, Eric was selected as one of the Minneapolis/St. Paul Business Journal’s 40 under 40 for his leadership in the Twin Cities community.
Eric is involved with various organizations in the community and helped launch the Minneapolis Chamber of Commerce’s DRIVE (Developing & Retaining Individuals with Vision & Energy) Emerging Leaders program in 2005. In addition to previously serving as chair for the DRIVE program, he served on the board for the Minneapolis Regional Chamber of Commerce and the Children’s Theatre Company, along with the Alumni Council of Breck School. He was named one of Twin Cities Finest by the Cystic Fibrosis Foundation and received the Norm McGrew Volunteer of the Year Award, which honors an individual for dedication to service in the community. Currently, he serves on the board for the MacPhail Center for Music and is a member of Spring Hill Golf Club.
A Minnesota native, Eric lives in Orono with his wife, Jillian, their son, Dean, daughter, Addie, and dog, Darby. His interests outside of work include golf, hockey and travel. He attended Breck School and graduated from St. Olaf College with a degree in economics and finance.
