Eric has been securities registered to help small businesses and individuals with their financial needs since 2006. His practice is geared towards accumulating wealth for long term investors, creating income for retirees, and passing on wealth tax efficiently to future generations.
Eric believes that using a mix of passive and active money management strategies relative to the risk tolerance of each individual will generate returns relative to the amount of risk taken. (past performance is not indicative of future returns) In addition to using stock and bond investments, Eric’s practice implements additional strategies including Real Estate Investment Trusts, Oil & Gas investments, Equipment leasing, and IRA strategies for investors who qualify.
Eric is an Investment Advisor Representative and Registered Representative with Cetera Advisors LLC, member FINRA, SIPC.
Eric has a Juris Doctorate degree from Lewis and Clark Law School and a Bachelor degree in Finance from the University of Utah. His family consists of his lovely wife Marnie, 2 boys and 2 girls.