Eric is a Certified Financial Planner™ Practitioner. He holds a bachelor’s degree in Corporate Finance & Accounting from Bentley University. He joined our team full-time in 2016, after working part-time throughout high school and college. Eric focuses on financial planning and client relationship management.

Eric grew up in Lynnfield, MA and now lives in Andover, MA with his wife Meghan, his son, Logan, and daughter Isabella. He enjoys running, reading, sports and traveling the world. In fact, Eric and his family have seen a baseball game at every major league park in the country.

“My dad and uncle started the firm 36 years ago so I’ve always been in and around the business… I really love how much clients care about life. It seems like the clients we have do the very philosophy that we’re trying to teach – balance today and tomorrow- get excited about the things they’re doing. Meetings with clients are exciting because it’s not just about looking at numbers. How are you living your life, what are the exciting things you’ve done, and what comes next? We all truly care about each other.

I believe in the idea of having an “optimal life” where you look at all of the things that you value, see how they fit together, and make choices to balance everything and to maximize the things you want to do.”