I’m Eric, a CERTIFIED FINANCIAL PLANNER^® Proud Dad and Business Owner.

Eric's dedication to helping others achieve their version of financial success, stems from his childhood experiences. For this reason, he sought higher education in all things related to finance by earning a degree in Personal Financial Planning from Central Michigan University in 2004. Since then, he's been alongside families and business owners as a trusted advisor, helping navigate through their personal and economic challenges along the way. 

He believes we should question traditional thinking around financial planning and investing, that taxes are and always will be our greatest expense, and that time is our most treasured resource. His clients gain confidence by having a financial partner, a well designed and tested plan, and when done right, more time back to spend with family and friends. 

Eric likes to golf and gets a lot of fulfillment in helping others, but nothing comes close to his love for his family. He married the love of his life, Jillian, in Montego Bay, Jamaica (Oct. 2010) alongside 50 of their closest family and friends. In 2014, they relocated to Oxford, MI to raise their son and daughter in this wonderful community and are proud to call it home.

Jillian has volunteered countless hours of her time to the Oxford Elementary schools as Vice President of the PTO Committee and our HOA board. She also loves to golf and attend as many Lion's games as she can.

Our community remains Oxford Strong!