Why should you choose to work with Eric over the myriads of other individuals in the financial services profession? It's not his professionalism, credentials, or integrity that sets him apart. These are industry standards.
Eric’s financial education began early. His loving parents worked hard and lived within their means to provide for their 7 children, but it was not enough to create financial freedom without the necessary guidance to make long-term strategic decisions. A trusted source of that guidance was nowhere to be found; he observed many of his peers and their families stranded on the same island. At the age of 15, Eric began taking personal finance courses and opened his first business with a dedication to becoming that resource to others.
Today, Eric works with families and businesses to educate them about the financial concepts that drive long-term achievement of their goals, aspirations, and financial security. This includes full integration of personal, business, tax reduction strategies, and estate planning. A valued aspect of Eric’s practice is his willingness to work collaboratively with his clients’ other professional advisors, including attorneys and CPAs, to forge financial plans that are clear and properly stress-tested.
At each level of financial success comes another layer of complexity; the more successful one becomes, the more moving parts there are to their financial picture. Even seemingly minor decisions in one area can have a significant ripple effect on other areas and often impede someone in achieving their maximum financial potential. Clients have found that his process-driven approach distills the intricacies of financial planning into a clarified, empowering experience.
This business is first and foremost about serving people. Clients appreciate Eric’s passion to connect with every client in a meaningful way that develops personal and lifelong relationships.
Outside of work, Eric’s interests include football, baseball, basketball, golf, hunting, and culinary. In the past, Eric has also been a local sports talk show personality. He currently serves as the volunteer high school youth director for Fellowship Bible Church in Methuen, MA. Eric and his wife Becki reside in Salem, New Hampshire with their son Alex.
43 Constitution Dr., Suite 201
Bedford, NH 03110