Eric has been an advocate for clients of the financial services industry for 25+ years, providing retirement income services to families and businesses throughout the country. Helping community members in all stages of retirement income planning, Eric is dedicated to assisting those who don’t want to outlive their income. He continues to inform current and future retirees on crucial topics impacting them today, including the fees they might be paying, risk tolerance and how to be as tax efficient as possible.
Eric’s focus on retirement income planning strategies for future retirees ultimately led to him becoming the co-creator of Income Perspectives, a software package designed to inform employees on how to maximize retirement income streams. His product development expertise also drove a project that built an industry-first product that is currently being used by thousands of financial professionals across the country to provide retirement income stability to their clients.
Eric is an Educator for the Ohio Operations of the Financial Education Partnership, one of the largest and fastest-growing 501(c)(3) nonprofits in the country. He provides countless workshops to his community in an effort to increase financial literacy. He is also the co-host of The Financial Insider radio program, aimed to increase awareness on a broad array of industry-related topics.
An educator himself in the financial sector, Eric takes great pride in his ability to help educators in our communities. With a goal to provide service to those who need it most, he has pinpointed teachers as a vastly underserved market despite their importance as pillars in our society.
Now, he focuses on providing financial education and helping teachers beyond their initial fund selection in the 403(b). In fact, the true work lies beyond the pension and the 403(b), and Eric steps in to plug the gap with supplemental options that help teachers transition seamlessly into retirement.
He currently holds a Bachelor of Science in Business Administration from the prestigious Fisher College of Business, with a major in finance, from The Ohio State University, as well as a Master of Business Administration from Ashland University. Eric is also actively pursuing the Certified Public Accountant designation. Eric and his wife, Margo, have two handsome sons, Manny and Luke. Eric enjoys volunteering at his church, playing golf, boating, fishing, motorcycling and coaching his kids’ sports teams.