Eric is a seasoned financial professional who has been dedicated to helping his clients take control of their financial lives since joining the firm in 2013. With a focus on investment, insurance, retirement, and tax planning strategies, Eric has consistently demonstrated his expertise and skill in developing comprehensive financial solutions.
In addition to his client work, Eric plays an active role as a member of the firm’s Financial Planning Committee. This committee is responsible for driving the development and implementation of cutting-edge financial planning strategies and ensuring that clients receive the most up-to-date advice and guidance.
With a strong commitment to understanding each client’s unique financial circumstances, Eric works diligently to get them organized and on the path to financial independence. His goal is to empower individuals and families to make informed decisions and achieve their financial goals.
Eric resides in Merrick, New York with his wife Jamie and their three daughters, Madeline, Gemma, and Natalie. When he’s not assisting his clients or participating in committee work, Eric enjoys quality time with his family and friends. He finds relaxation and inspiration in immersing himself in a captivating book and refining 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. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.