Eric is a Private Wealth Manager and a Founding Partner at Client Centric Wealth Management. Here, he advises clients on their financial plan and investment management. He has been in the financial services industry for over 20 years and started his career at a large financial firm. Eric was the founder and president of several real estate brokerage and investment firms. He enjoys serving clients, researching, and navigating the complicated world of financial planning. He uses his experience to bring many different solutions to his clients.
Eric is a highly credentialed and experienced advisor. He has his:
- MBA with honors
- CERTIFIED FINANCIAL PLANNER designation
- Chartered Life Underwriter designation
- Accredited Investment Fiduciary designation
- Certified Kingdom Advisor designation
All of this experience allows him to serve his clients with a high level of knowledge and he enjoys always learning new things. He asks the right questions to help get his clients where they want to be.
Eric grew up all over the world as the son of a USAF fighter pilot. Today, he lives in Texas Hill Country with his wife of 40 years. Eric has three children and three grandchildren and enjoys pretty much anything outside, whether that’s fly fishing, mountain biking, or wake surfing. He also enjoys taking RV road trips. Eric is very involved in his church and his life mission is to impact the world for good.