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Biography

Eric is a wealth advisor in the Lansdowne, VA office. Eric prides himself on providing comprehensive financial planning and investment recommendations, based on each client’s individual needs and risk tolerance. He has been in the role of wealth advisor since 2016 and is passionate about working with people and learning what makes them unique. Eric holds a Bachelor of Science in Business with a finance major through the Certified Financial Planning (CFP®) Certification Education Track from Virginia Tech.

As a CERTIFIED FINANCIAL PLANNER® (CFP®), Eric offers personalized, timely, and objective financial guidance, helping each client build a comprehensive plan that brings clarity, confidence, and peace of mind.

When not at the office, Eric enjoys spending time and going on adventures with his wife, Samantha; daughters, Summer and Harper; and their Toy Poodle, Coco. He loves being outdoors, playing sports and cheering for UNC basketball. Eric was honored by being inducted into the Broad Run High School’s Athletic Hall of Fame, class of 2011, for basketball, cross-country and track & field.

Learn more about my practice.

Education

  • Bachelor of Science in Business with a major in Finance, and a Minor in Psychology, from Virginia Tech

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.