Designations and Licenses

Eric is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Eric has been in the industry since 1999, working in an advisory capacity for more than 17 years. He provides financial advice unique to his clients’ situation that he believes is clear, relevant and actionable. Prior to joining the Mariner team in 2016, he worked at both Charles Schwab and TIAA. Eric has a Bachelor of Arts degree in business administration with a concentration in finance from Colorado State University.

Personal Interests

Eric coaches his daughters’ soccer teams, enjoys playing golf and spending time outdoors.