Eric joined the Simon Group in 2016 as a Financial Advisor. He focuses on helping high-net-worth clients develop a financial plan to make smart decisions about preserving, growing, and transferring their wealth. Eric is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Wealth Management AdvisorSM. Prior to joining the Simon Group, he worked at another financial firm advising clients on life insurance and other risk management solutions. He is a graduate of the University of Minnesota-Twin Cities. Outside of the office, Eric can be found serving many local and national charities, golfing, and living an active lifestyle.
Registered States:
CA, CO, FL, GA, IA, IL, IN, KY, LA, MD, ME, MI, MN, MO, MT, NC, NE, NV, NY, OH, OR, PA, TX, VA, WA, WI