At Client Centric Wealth Management, Eric is our Private Wealth Manager and a Founding Partner. In his role, he works with clients to create a complete financial plan that encompasses their life goals. He helps them manage their assets to pursue these goals and has more than 20 years of experience. Eric started his career at a large financial firm but realized that he wanted to be an independent advisor because of the flexibility it allows. Today, he is able to work with clients on customized plans and is able to help them change their financial behavior and stay on track.
Eric has always been drawn to helping people and quickly realized that the financial world was the right fit for him. He watched his family learn from their own trials and tribulations while tackling financial planning on their own and made it his goal to help families avoid making the common mistakes he’s seen. He helps them put a real plan together, adjust their thinking about finances, and navigate the ups and downs of the market. He listens to his clients, understands their needs, and crafts plans accordingly. He enjoys learning about them and their families and serves as more than just a financial advisor for many of his clients.
Eric grew up in West Texas and has lived in the Hill Country with his wife, Kelly for the last 22 years. He has a daughter, son in law, and son. He also has two grandsons who are the apples of his eye. Outside of the office, Eric enjoys playing golf, hunting, going to the beach, boating on the lake, and spending time with his family.