Eric is a Senior Financial Advisor with ten years of experience currently serving the Germantown, Jackson, and West Bend areas. With a focus on helping those looking to grow and protect their wealth, Eric develops customized financial plans tailored to the specific needs of each client.
Prior to joining the BMO Investment Services team, Eric earned a Bachelor of Arts in business from the University of Wisconsin-Green Bay. He is a CERTIFIED FINANCIAL PLANNER™ and holds securities licenses 7 and 66, held through LPL Financial along with his life and health insurance licenses.
Eric is active in the Germantown area, as well as singing with his church’s praise team.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management