Eric has more than 13 years' experience in the tax, accounting and financial services industries. He started his career in individual and corporate tax before transitioning over to accounting where he spent 4 years auditing small and medium-sized businesses. His passion for working with small business owners led him to one of the largest banks in the country where he served as a corporate lender and relationship manager, helping businesses gain access to credit, minimize risk and increase cash flow. 

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While at the bank, Eric earned his Certified Financial Planner designation and spent the next 5 years helping individuals and their families manage their wealth, and plan for retirement. 

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Eric later went on to join a start-up Registered Investment Advisory firm where he currently serves as an advisor and consultant.

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Eric has been married to an amazingly caring and patient wife, Jess for over 8 years. Jess is a hairstylist who thankfully balances her talent and expertise between work and home. They have two children, Hayley (a.k.a. Monkey) and Ethan (a.k.a. E-Man), who are into a wide range of activities including basketball, golf and cheer. Jess and Eric enjoy spending time with their kids, going on date nights and vacationing with their family