Eric is a Financial Advisor with over three years of experience currently serving the Gurnee, Fox Lake and Lake Villa markets. Utilizing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, Eric customizes easy to understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, Eric worked as a Bank Manager with BMO Harris Bank. He studied Business Management at McHenry County College. Eric holds a series 6, 7, 63 and 65 securities licenses, held through LPL Financial along with his life and health insurance licenses.
Eric lives in McHenry with his wife and four children. He enjoys boating, fishing and spending time outdoors with his family.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management