North Carolina Association of Certified Public Accounts (NCACPA) member
Behind the Desk
Eric brings over three decades of wealth management experience to our clients. He adheres to a proven process that delivers a customized experience for everyone he works with. Eric enjoys spending one-on-one time with people to learn about their current life situations and goals. He takes the time to fully understand who they are and what they value most, as an individual, family, business professional, or institution.
Eric began his career working as a CPA for Arthur Andersen & Co and KPMG, providing tax advisory services. While working with both firms, he gained extensive tax planning experience in the areas of individual, trust, and estate taxation.
He entered the securities industry working with Shearson Lehman Brothers, later becoming part of Citigroup Smith Barney, and built his practice. During this time, Eric became increasingly aware of his client's need for truly independent and objective advice so he moved into private wealth and retirement consulting with LPL. With no proprietary investment offerings or products, Eric had the flexibility to deliver plans that specifically met the needs of his clients.
Eric is a graduate of Elon University with a B.S. in accounting. He is a member of the North Carolina Association of Certified Public Accounts (NCACPA). Eric has been a member of the Charlotte community for over 25 years.
Licenses and Certifications
*held with LPL Financial
- Series 7*
- Series 24*
- Series 63*
- Series 65*
- Life, Health, & Accident
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP®)
- Accredited Investment Fiduciary (AIF®)
- Certified Plan Fiduciary Advisor (CPFA)
Out of the Office
In the Community
Eric has been actively involved in the Charlotte community for over 30 years. He believes in service leadership and is dedicated to the growth of others and those institutions that contribute to just, caring, and sustainable communities.
- World Affairs Council of Charlotte, Harold Josephson Award Recipient
- World Trade Association, Treasurer
- NCACPA, Co-Development Chair
- Carolina Raptor Center
- Elon Alumni Board