Eric began his career in financial services in 2019. His mission is to help enhance the lives of clients and their families through personalized service, objective advice, and disciplined investment management. His area of focus for the team includes relationship management.
Dedicated to providing exemplary service, Eric believes in open and frequent communication with clients. He enjoys building long-term client relationships based on accessibility and care and utilizes his strong interpersonal communication skills to explain complex topics in easy-to-understand language.
Eric earned his Bachelor’s degree in economics from Arizona State University in Tempe. He currently resides in Dallas where he is a member of the Jesuit Dallas Alumni Association, the Arizona State University Alumni Dallas/Fort Worth Chapter, and the Young Professionals Dallas Regional Chamber.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
