Wealth Advisor, CFP®
Prior to joining us, Eric spent 16 years with Charles Schwab, a nationally based investment firm. During the last four years, he worked exclusively with private clients in that firm’s wealth management division.
A 1982 graduate of the University of Washington with a degree in business administration, Eric has over 30 years of financial services experience. He has a strong background in investments and financial planning and is a CERTIFIED FINANCIAL PLANNER™.
Eric lives in Seattle with his wife Roxane, son Kyle, and daughter Dylan. Spending time at the family cabin in the North Cascades is Eric’s favorite pastime.
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