Eric works with corporate executives, highly compensated professionals, and inheritors of wealth to identify and assess personal and financial goals, leading to the development of customized planning strategies.
For more than 15 years, Eric has been helping entrepreneurs and their families simplify their financial lives. After he earned a Finance degree from the Miami University of Ohio Executive Financial Planning program, he earned a Master of Taxation degree from Villanova University. Prior to joining the Waldron team, Eric attended Duquesne University’s Graduate School of Leadership and Professional Studies to become a CERTIFIED FINANCIAL PLANNER™ Professional.
At Waldron, Eric builds long-term relationships with clients through wealth management and is a key member of Waldron’s NextGen service offering, providing education and counsel for families transitioning wealth to the next generation.
Outside of the office, Eric enjoys all outdoor sports and traveling to different parts of the world. He lives with his wife, Jessica, and their son.