Managing Partner/Founder
Eric is an Investment Advisor Representative with United Planners as well as the Managing Partner and the founder of...
01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to prepare for the future. It is crucial to create a financial plan that seeks to meet your needs now, and that plans for the future, in a tax efficient manner.
Services
For Businesses & Other Investors
Our Team
Dick joined our team in November 2013 and is an investment advisor representative through United Planners. Dick began...
Derek joined our team in May 2022 and is an Investment Advisor Representative through United Planners. Derek began his...
Executive Client Account Manager
Christine joined our team in December 2019 and assists Eric and our clients with their Investment Advisory and brokerage...
Client Account Manager
Kri joined our team in September of 2022. She assists Eric and our clients with their Investment Advisory and brokerage...
Director of Finance
Becca joined our team in July 2016. She assists Eric with special projects and is responsible for the day-to-day...
