Eric has over 20 years of experience in the financial services industry, and he has a broad range of work experience that includes working in the securities industry, raising capital, working in private equity wealth management and working as advanced planning consultant for a subsidiary of a major life insurance company. Eric’s experience includes successfully establishing a valuation service while employed as an advanced planning consultant. Eric holds an MBA from Southern Methodist University in Dallas with a concentration in finance. He earned his BA from Franklin College in Franklin, Ind., with majors in economics and business.

Eric holds several designations, which include the Chartered Financial Analyst (CFA), the Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Certified Valuation Analyst (CVA) and Chartered Life Underwriter (CLU) designations.

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