About Eric

Eric’s focus on 401(k) and retirement plans has its foundation in his passion for creating financial independence and opportunity for his own family. Working with corporations to help them prepare their workforce for their retirement dreams is a natural extension of that drive, motivating Eric to provide a level of service that goes beyond being a mere vendor as he seeks to become a trusted resource for your HR Support team.

With 25+ years of experience, Eric holds a C(k)P – Certified 401(k) Professional™ designation from The Retirement Advisor University™ at UCLA Anderson School of Management Executive Education, and is an Accredited Investment Fiduciary, (AIF®). He also holds FINRA Series 7 and 65 licenses and Life and Health Insurance licenses. Eric earned his BA in Management from Gettysburg College and his MBA from Loyola University in Maryland.