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. Eric is also a key member of Waldron’s NextGen service offering, providing education and counsel for families transitioning wealth to the next generation. Eric enjoys outdoor sports including running and cycling and also enjoys traveling to different parts of the world with his wife Jessica.
Education & Certifications B.S. Finance, Miami University of Ohio CERTIFIED FINANCIAL PLANNER™ Professional Executive Financial Planning program, Graduate School of Leadership and Professional Studies, Duquesne University Master of Taxation Candidate, Villanova University
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