Financial Advisor

Eric is a Modesto, CA native and lives here locally with his wife, Nicole, and son, Casey. He attended and completed his Bachelor’s Degree at Azusa Pacific University.

Eric is an Accredited Asset Management Specialist®, and joins the team as a financial advisor with the goal of developing long-term relationships with current and new clients to work towards improving their financial future. He will also be assisting our team with portfolio management and multi-generational planning.

Outside of the office, Eric loves spending time with his family and friends, playing music, traveling, golfing, and watching professional baseball (especially the Los Angeles Dodgers). Eric loves cold weather and enjoys relaxing in Santa Cruz during the holidays.