Associate Wealth Advisor
As an analyst, Eric is responsible for analyzing the client’s financial picture, preparing recommendations, and supporting Wealth Advisors in our development of strategies to help clients reach their goals.
Eric graduated from the University of Illinois at Urbana-Champaign with a degree in Agricultural & Consumer Economics. Prior to joining RegentAtlantic, Eric worked at a Registered Investment Advisor in Kansas City. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2019. After residing in the Midwest for the past number of years, Eric finally returned to his east coast roots in Edison, NJ.
In his free time, Eric enjoys watching and playing basketball. He is an avid jazz listener after having played the trumpet for a number of years. Eric also enjoys volunteering, film, practicing his Mandarin, and hip-hop.