Client Service Representative
Eric’s background working in the service industry has helped him to understand the importance of serving clients well.
He says the most rewarding part of his job is getting to know clients and helping them reach their unique financial goals. He also enjoys working with great team members who genuinely care for each other.
Bachelor of Science – Trine University
Financial Paraplanner Qualified Professional™
Master of Business Administration –Trine University
Eric’s Words to Live By
In the end we only regret the chances we didn’t take, the relationships we were afraid to have, and the decisions we waited too long to make.
“Born to Run” by Christopher McDougall