Designations and Licenses

Eric is a CERTIFIED FINANCIAL PLANNER™ professional and holds a life insurance license.

Experience and Education

Eric provides clients with comprehensive wealth management services utilizing an integrated planning approach that incorporates customized strategies to help them grow and protect their wealth and achieve their goals.

Prior to joining Mariner, Eric was a senior financial advisor with Cerity Partners, where he was responsible for holistic financial planning for clients as well as management of select firm-offered portfolios. Before that, he was a wealth manager at Empire Asset Management and a regional vice president with Invesco.

Eric holds a Bachelor of Business Administration degree in economics and marketing from Baylor University.

Personal Interests

Away from the office, Eric is active in his local church and is a golf enthusiast. He lives on and operates a farm north of Louisville.