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. He currently sits on the board of the Estate Planning Council of Pittsburgh. 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 Executive Financial Planning program,
Graduate School of Leadership and Professional Studies, Duquesne University
Master of Taxation Candidate, Villanova University
CERTIFIED FINANCIAL PLANNER™ Professional
Featured in The News
Jan, 2018 | Recent News