A wealth advisor at konvergent wealth partners, Eric specializes in providing comprehensive financial planning and investment management services to individuals, families and business owners.

A wealth advisor at konvergent wealth partners, Eric specializes in providing comprehensive financial planning and investment management services to individuals, families and business owners.

Eric’s mission is simple: To have a meaningful impact on his clients’ financial lives by giving them confidence that someone trustworthy is in their corner at every stage of life.

Eric uses a combination of experience, technology, and a disciplined, process-driven approach to remove uncertainty from his clients’ financial lives. With a deep commitment to service and support, he uses critical listening and problem-solving skills to understand his clients, obtaining a clear understanding of their “why”, their goals and their vision for personal success.

Whether you are transitioning to the next step in your career and need to consolidate your retirement assets, or an executive looking to analyze stock options and exit strategies as you consider selling your business, Eric will develop a roadmap to help you pursue your long-term financial goals and solve for even your most complex financial challenges.

As a fiduciary to his clients, it is Eric’s legal duty to put his clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Services include:

• Investment Management

• Retirement Planning

• Estate Planning

• Family Office Services

• Cash Flow Management

• Business Owner Planning

• Individual 401(k)/Employer Stock Options

• Employee Benefits

Eric earned a B.S. in physics from California Lutheran University. When he is not in the office, he enjoys photography, reading, volunteering, horseback riding, woodworking, running, mountain biking and golfing.