Client Advisory

Biography

Eric is a Principal in the Louisville office where he is responsible for developing and managing client relationships. This includes coordinating all aspects of the investment management and financial planning services needed to manage client assets and create a strategic plan that considers their current and future needs.

Prior to joining Cerity Partners, Eric served as a Senior Financial Advisor at ARGI Financial Group. He entered the industry in 1997 and for 20 years worked with the industry’s largest asset managers to assist financial advisors in the creation and implementation of investment portfolios designed to meet their client’s needs. After Eric’s time in asset management, he was an independent financial advisor and investment manager who focused on serving the needs of individuals and families around the globe by providing full financial planning, portfolio construction and implementation, and individual security trading.

Eric and his wife recently purchased a small farm outside of Louisville where they raise a wide selection of animals and crops. He and his family have also spent time in the Dominican Republic serving as youth outreach ambassadors.

Education

  • BBA in Economics from Baylor University
  • BBA in Marketing from Baylor University

Highlights

  • CERTIFIED FINANCIAL PLANNER™

Connect with Eric

By clicking “Submit”, 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.

Meet Our  Client Advisory Colleagues

Get Cerity Partners Insights in Your Inbox

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, 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.