Working in the Investment Industry since 1992, Eric has gained insight on various topics. He is a Senior Vice President with an oversight on Investment Consulting, Advanced Financial Planning and Relationship Management focusing on highly compensated business owners. Eric has successfully guided clients through 2 major recessions and market downturns over the last 2 decades, and within that context, delivers a level of seasoned experience and an academic approach to asset management. Utilizing a comprehensive planning process, he also employs alternative strategies to mitigate risk and tactical allocations within the context of current economic conditions.
He is a graduate of the University of Maine, Bachelor of Science. He has completed FINRA licenses 7, 63, 65, 9 & 10 and is a Registered Life, Health and Disability Insurance Agent. Besides being a Financial Advisor for over 29 years, Eric is an avid outdoorsman, gardener, wine maker, real estate investor and a past Golden Gloves Boxer.