Founder, CEO
Wealth Management Director
With nearly 30 years in the financial services industry, Eric offers his clients a seasoned and intuitive approach to investing as he assists them with a host of life-changing financial decisions. He is able to leverage the extensive scope of financial planning technology and research tools that Raymond James provides in order to better assist his clients with their financial goals. Eric regularly partakes in ongoing education and his expertise covers many different areas, some of which include:
Eric graduated from California State University, East Bay with a BS degree in Financial Management. While at CSUEB, he enjoyed a focus on Economics and Finance and was fortunate to learn from many great professors with real world experience that helped to deepen his core values. Eric believes in forming long-term relationships with his clients and surrounding himself with like-minded industry professionals that display the highest of standards.
An avid supporter of local causes in the Tri-Valley, Eric joined the Open Heart Kitchen Board of Directors in December of 2018. Here, he advocates for this local charity that serves prepared, nutritious meals free of charge to hungry people in our local Tri-Valley community.
Eric and his wife, Jacque, both have deep roots in the community and enjoyed watching their three daughters attend the same high school they did many years ago. Now, they are both relishing in their new roles as Grandpa and Grandma!
