Eric has been in the financial advisory business since 2003 and a member of the Total Wealth Management Group since 2008. He complements the team's process and investment philosophy by offering thoughtful advice backed by a disciplined analysis of clients' goals and risk parameters. That same structured analysis is applied to a broad range of investment vehicles to construct risk-adjusted portfolios.
With extensive background in retirement planning, Eric works with families and business owners in managing financial assets to their stated goals. His disciplined, goal-focused approach ensures clients receive personalized strategies tailored to their unique circumstances.
Eric earned a Bachelor of Business Administration degree in Economics and Finance from Washburn University. He holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
Beyond his professional accomplishments, Eric is actively involved in his community. He coaches youth football, wrestling, and lacrosse, sharing his passion for sports and mentorship with young athletes.
Eric resides in Overland Park, Kansas, with his wife and four children. As a family, they enjoy spending time outdoors on the lake—swimming, fishing, and various water sports.