Eric is an entrepreneur and financial planner working with clients across the country for one reason: He is passionate about aligning everything there is to know about money with why you care about money.
Immersed in an industry built on outdated paradigms of “retirement” plans and boilerplate investment models, Eric has brought cutting-edge thought leadership to the industry. Since 2018, Eric has been building a company driven by what clients want in a planning experience versus what the legacy financial firms find to be easily “scalable”.
Since starting his first business as a mobile auto detailing service at 15 years old, Eric has held roles in banking, insurance, wealth management, business consulting, enterprise value building, and integrated financial planning. Eric has been privileged to work with a diverse landscape of clients, including professional athletes, politicians, influencers, successful entrepreneurs, equity compensated employees, retiring professionals, and more.
Thoughtful planning requires vision: a skilled orchestration of the big picture, supported by an understanding of how all the pieces work together to become greater than the sum of their parts. Those plans translate overtime to real results by ongoing execution. Those results are then optimized by the agility and speed of adjustments in response to your ever-evolving life. The concept of a council is a team of people coordinating expertise and execution along with you to maximize the probability of your desired outcomes. Eric and the SPFC team bring this together across your financial life in 6 key areas: advanced tax planning, wealth management, income planning, risk management, estate planning, and business advisory. The team also specializes in alternative and private investments, and has a virtual family office to serve higher net worth families and clients.
Eric is a passionate hunter, always burning the boot leather in pursuit of wild places. He is also an avid football junkie, basketball coach, and culinarian. He lives in New Hampshire with his wife and five children.
