Eric joins Williamsburg Financial Group after working for Charles Schwab & Company for over 21 years. In his former role as a VP - Senior Financial Consultant with Schwab, he was responsible for working with more than 340 clients and managing $600 million dollars in client assets. Eric's primary focus has always been providing clients with comprehensive Financial Planning and disciplined investment advice. This objective, disciplined approach meshed perfectly with Eric's own core values and investment philosophy. Eric believes that he has found the perfect home in WFG to continue to advise clients.
Eric graduated from the University of Central Florida with a Bachelor of Science in Finance. He maintains his Series 7,66, 9 & 10 registrations with LPL Financial, as well as his Life and Health Insurance licenses. Eric has volunteered annually for Habitat for Humanity in a number of projects throughout the area. He also has been an active participant in the Relay for Life walk for over 10 years.
He has been a resident of the Hampton Roads area since 2000. He and his wife, Kristina have three young children (Peyton, Emerson & Meritt). In addition to spending time with his family, Eric enjoys golfing, playing basketball and volleyball.