Eric works with all types of retirement planning, from 401K rollovers, Roth conversion plans, special needs and minor trusts to 401k plans, 529 plans, annuities and life insurance.
Working on the bank side as a financial advisor for the last ten years gave him a wide variety of experience dealing with all sorts of investors and their special situations. He specializes in generational wealth transfers. Working directly with his clients, their families, lawyers and accountants, he provides strategic retirement and wealth transfer plans. The creation of lifelong income for his clients while reducing their overall tax obligations during retirement is his ultimate goal.
He started his career working with Morgan Stanley Wealth Management in Berwyn and Bryn Mawr, then worked for Invest Financial and LPL Financial in a banking environment. He attended Purdue University in Indiana and received his BA while participating in the football team and Delta Tau Delta social fraternity. He received his Master of Business Administration in International Business from Saint Joseph’s University in Philadelphia, PA.
Eric has lived in the Philadelphia area most of his life and started his family in Berwyn, PA. He is married with three girls and three dogs. As a family, they enjoy skiing, snowboarding, boating, wake surfing, fishing, gardening, and residential real estate redevelopment. They spend their summers in Avalon, NJ. His family is his greatest asset.
