Eric serves as a Senior Financial Advisor with Summitry, advising clients and building relationships by finding strategies best suited for each household in the disciplines of investment management, retirement planning, college planning, tax and insurance. Eric enjoys collaborating with tax advisors, estate attorneys, and insurance specialists to bring together the necessary knowledge to create a sound financial blueprint for his clients.
Eric has been in the financial services industry since 2000. Before joining Summitry in 2007, Eric served in the Asset Management and Client Services divisions of Charles Schwab & Co. in San Francisco. Eric holds a Bachelor’s of Arts in Business Economics from the University of California, Santa Barbara, is a Certified Financial Planner™ professional and a member of the Financial Planning Association of Northern California.
Eric enjoys spending his time on the golf course, in the kitchen, and with friends and family.