Eric is a Senior Financial Advisor with 20 years of experience currently serving the Cary, Fox River Grove, West Dundee and Carpentersville 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 earned a Bachelor of Science degree in Finance from Northern Illinois University. Eric is a CERTIFIED FINANCIAL PLANNER™, a Certified Retirement Counselor® and currently holds his Series 6, 7, 63 and 66, held through LPL Financial along with his life and health insurance licenses.
Eric is married with two children and resides in Crystal Lake, IL. In his free time Eric enjoys playing golf, hockey, and traveling with his family.