Associate Partner, Financial Advisor
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.”
3 Questions with Eric
"What’s your favorite thing about working at the firm?"
The people I work with are either literally family or figuratively family. We all truly care about each other. We care about how each others’ kids, siblings, and parents are doing. We get excited when someone gets to go on a trip. We celebrate each other for big milestones. This sense of family encompasses the whole team, the whole office, and it permeates the way we work with clients too.
"What’s special about your Sachetta clients?"
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. Even excited about the things that their advisors are doing and how our families are doing. Wanting to do as much as you can – whatever is important to the client.
"If you could have dinner with anyone dead or alive, who would you choose?"
Walt Disney. He had these ideas that were almost crazy. It’s wild to think that one could come up with characters that would become movies and theme parks and cultural symbols. What gave him the confidence to go after his goals to make them a reality? How did he continue to work at it despite challenges? What were his personal philosophies?