Eric brings 15 years of experience in insurance and investments to Heritage First. While continuing to develop his practice, Eric has taken on many roles in years past. In 2000, Eric founded and managed a regional comprehensive wealth management design center for a large national financial institution. In this role, he was responsible for creating comprehensive wealth management plans, integrated estate planning strategies and developing portfolio allocations for a variety of asset management strategic plans. In recent years, Eric took on the role of Director of Planning and was a member of the Investment Advisory Committee. As Director of Planning, he was responsible for the oversight, development and implementation of financial, tax, and investment strategies for individuals, business owners and professionals.
Eric brings a breadth and depth of knowledge and experience to his clients. A formative experience, early in his adult life, was the achievement of Eagle Scout. He resides in South Kansas City with his wife, Rachel, and their three sons, Tyler, Dylan and Ryan. Eric is very active in his parish and community; and serves as the Committee Chairman of the Boy Scout Troop where he received his Eagle award.
Eric was born and raised in Kansas City, MO and attended Rockhurst High School. Eric enjoys playing golf, traveling, and spending time at home with his family.