Financial Advisor & Chief Executive Officer
Eric has more than 20 years of experience in the financial industry. He takes a collaborative approach to identifying clients’ goals and dreams, which allows him to put together specific, customized financial plans. He attends meetings with financial investment professionals across the country in order to help stay relevant on the world’s economic environment and how that might impact clients. His strategies take into account a wide variety of factors, from what is happening within a client’s family situation to conditions affecting the global economy.
Eric is a certified National Social Security Advisor (NSSA). He is also trained in Financial Life Planning, an approach that takes into account that life is about change, and that each person’s life, values, and priorities are unique and need to be taken into account when helping them identify their financial goals.
Eric has been a Certified Flight Instructor since 1991. He served on the City of Thornton’s Master Plan advisory committee, volunteered as a Planning Commissioner, served as President of the Thornton Citizens Police Academy Alumni Association, and the Transportation Committee for the City of Arvada. He is active in his church and his three children’s various activities. In his free time, he enjoys spending time in the mountains skiing and hiking, scuba diving, and of course, flying.
He earned his Professional Pilot Flight Engineer degree from Metropolitan State University. He is a member of the Financial Services Institute and National Social Security Association.