Eric joined the firm in 2015 with a mission to make a positive impact by helping people. Growing up with a grandfather and uncle in the financial services industry, and a father who owns a small business, Eric gained an early understanding of the importance of planning.
When he entered the workforce, he quickly realized that many families and businesses were not receiving the proper support they needed. This awareness became Eric's guiding principle: to ensure that local businesses, individuals, and families are served properly, professionally, and ethically.
Eric is an active member of the Jamestown Noon Rotary, Chautauqua Blind Association, United Way Leadership Circle, Chautauqua Leadership Network, and FINSECA. He holds FINRA Securities licenses Series 6, 7, 63, and 65, and was honored to be named AAG’s 2019 Rising Star. Outside of work, Eric is grateful to have a supportive family, including his wife, Brooke, and their daughter, Madilyn.