Eric is a Modesto, CA native and lives there locally with his wife, Nicole, and son, Casey. He attended Modesto Christian School, and afterwards completed his Bachelor’s Degree at Azusa Pacific University.
Eric is an Accredited Asset Management Specialist™ and financial advisor for our team, with a goal of developing long-term relationships with current and new clients to work towards improving their financial future. He also assists the team with portfolio planning and multi-generational planning.
Outside of the office, Eric loves spending time with his family and friends, playing guitar, recording music, traveling, and watching professional baseball (especially the Los Angeles Dodgers). Eric loves cold weather and enjoys relaxing in Santa Cruz during the holidays. His wife Nicole is an amazing mother, who also owns her own company as a wedding planner. Eric is grateful for his role as financial advisor, and is looking forward to working hard for our clients.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.