Senior Vice President - Financial Advisor
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.
Reid has over 15 years of experience in the financial industry. In addition to his experience in wealth management at RBC, Reid has worked as a market maker for Marquette Partners in Chicago, as well as with Cargill in the commodity markets. He has always had a passion for financial markets and enjoys using his trading experience to evaluate trends and news events that ultimately drive market behavior. Reid graduated from Breck High School and went on to St. Olaf College where he received a dual degree in economics and German with a minor in finance. He has passed the Series 7 and 66 exams and holds his life and health insurance licenses.
Reid's goal is to utilize his market knowledge and experience to customize a wealth and retirement plan for each and every client. He is dedicated to getting to know our clients, their families while building long-lasting relationships.
Reid lives in Shorewood with his wife, Jenna, and daughter, Siena. In his free time, Reid enjoys playing golf, embracing Minnesota winters by playing hockey on local ponds and traveling to visit friends and family across the country.
Senior Financial Associate
I began at RBC Wealth Management in 2012 as a margin specialist and in 2015 moved to execution services within RBC’s trading floor. During that time, I advised and executed equity options and block trades for RBC registered investment advisors and RBC Advisory Operations. In 2017, I joined the Anderson Wealth Management Group as a senior financial associate.
I chose a career in financial services because I wanted to do something meaningful and make a difference by helping people with their financial goals. I enjoy getting to know our clients on a personal level to fully understand their goals. I use my experience and knowledge to educate our clients and build a strong rapport.
I have passed the Series 7, 65 and 63 exams. I also attended the University of Minnesota, Morris where I studied statistics.
A Minnesota native, I graduated from Lakeville North High School where I played hockey and football. Currently, I live in Chaska, Minnesota, with my wife, Abby, and our three boys Everett, Easton and Ellis. I enjoy coaching my sons’ little league teams while finding extra time for the golf course and fishing.
Senior Client Associate
have a vast amount of empathy for what each client may be going through. I believe kindness, honesty and hard work are the basis for an exceptional client experience. I strive to exceed client expectations and help them reach their investment goals. I also like to help deepen clients’ understanding of situations, whether simple or complex.
My career in the financial services industry began in 1992 when I became an intern at Piper Jaffray and was promoted to cashier and then a client associate. I joined RBC Wealth Management as a senior client associate in 2015. I have chosen this career path because being part of a team that helps people achieve their long-term financial goals gives me great satisfaction.
I hold a Bachelor of Arts degree in economics and finance from St. Cloud State University and an associate degree in business administration from St. Cloud Technical College. Throughout my life I have been actively engaged and held leadership positions. At SCSU I was an active member of the Economics Club and Foreign Exchange Club; at SCTC I was class president; and in high school I was elected to the Student Council all four years. In the broader community, I have served as a volunteer for the St. Cloud Hospital and an interim recreational director for the City of Sauk Rapids.
Currently, I live in St. Cloud, Minnesota, with my standard poodle. I love to travel, cross-country ski, hike in the beautiful Minnesota state parks and garden in my spare time.
Taking control over your wealth is important, but it can be difficult. As a member of Anderson Wealth Management Group, my top priority is working to make sure each client feels respected, heard and trusted. We help clients build a path toward financial security, allowing them to feel in control and live a more fruitful life.
I joined RBC Wealth Management in 2021. Previously, I worked as a personal caregiver and then as a behavior technician at an autism clinic. In both roles I learned the importance of building rapport with clients and their families through one-on-one interactions. During that work, I also grew to understand and appreciate the importance of financial security and flexibility.
I earned a bachelor’s degree with a specialization in speech-language-hearing science and a minor in business from the University of Kansas.
Born and raised in Plymouth, Minnesota, I have a golden doodle named Monte. In my spare time, I enjoy working out, trying new recipes, exploring/supporting local restaurants and establishments, and cheering for our Minnesota sports teams!