Eric Bokesch, AIF^®, CRPS^®

Designations and Licenses

Eric is an Accredited Investment Fiduciary^® and a Chartered Retirement Plans Specialist℠.

Experience and Education

Eric helps plan sponsor clients develop and administer retirement plans. With a focus on plan design and investment monitoring, he provides clients with ideas to help improve the retirement readiness of their plan participants.

With more than 20 years of experience in the financial services industry, Eric has a comprehensive background in designing, selling and servicing retirement plans for corporate and nonprofit organizations. Prior to joining Mariner Wealth Advisors, he worked for The Pinnacle Group. Prior to that, he worked for UBS Financial Services, Nationwide, Hartford Insurance and Cambridge Investment Research.

He has a bachelor’s degree in financial from Ohio State University.

Personal Interests

Eric serves as an ambassador for the Mason Chamber of Commerce. In his free time, he enjoys spending time with his wife and kids and enjoys outdoor activities, travel and golf.