Eric started his path into financial advising during his years at The University of Texas at Austin, interning at Smith Barney and working closely with Tim Marwill. He graduated with a Bachelor of Arts degree in economics with a minor in business foundations in 2007. After three years with the firm as an intern, Eric was hired as a financial advisor upon graduation. His deep and ever-growing knowledge of investments, access to unique resources and thorough understanding of his clients’ needs allow him to customize detailed blueprints in order to help solidify their financial independence. Eric is dedicated to not only being there during good markets, but helping clients through the difficult ones by bringing innovative solutions that are fully integrated with his clients’ financial needs. Among Eric’s many duties on the team are portfolio analysis and quarterbacking each client’s periodic account reviews.

Eric serves on the board of directors of Samaritan Center as board president and as board vice president of Austin Chamber Music Center. When away from the office, he enjoys spending as much as time as possible with his wife, Lauren, and their sons, Ethan and Jake. He also enjoys playing in local sports leagues with a group of close friends.