Since joining the firm in 2013, Eric has worked extensively with clients over the past 6+ years to create and implement their unique financial plans. Eric has demonstrated a high degree of skill developing and overseeing the investment, insurance, retirement, tax and estate planning strategies of his clients. Eric focuses primarily on providing affluent and high net worth individuals with expert, comprehensive and impartial financial planning advice to help those individuals achieve their unique life goals. Eric currently lives in Merrick, New York with his wife Jamie and daughters Madeline and Gemma. When not in the office, you can often find him spending time with family and friends. He also recharges by sitting down with a good book and honing his culinary skills.

Education & Credentials

  • BA, State University of New York College at Geneseo, History, minors in Philosophy & Legal Studies, magna cum laude
  • JD, St. John’s University School of Law
  • Certified Financial Planner

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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