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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.
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