He is dedicated to building lasting relationships with his clients and helping them navigate a complex world in order to build a sound financial and investment plan that centers around what matters most to them.

Education

With more than 20 years of wealth management experience, Eric has been recognized for his accomplishments by various financial publications. He also hosts the podcast “Common Sense Investing,” with the purpose of educating investors. He considers himself a value investor and firmly believes that successful investing requires having a value-oriented financial plan. Before embarking on a career in financial services, Eric attended culinary school and worked at numerous award-winning restaurants and hotels throughout the country.

Philanthropy

Eric is committed to service in his community and has helped with fundraising for a number of local charitable organizations such as Hope Cam, the Orphan Foundation of America and The Neediest Kids. In his time away from the office, Eric challenges himself by being active in endurance sports and recently completed his first full-distance Ironman in Copenhagen, Denmark. He and his family are proud to call both Bethany Beach, Delaware and Leesburg, Virginia home.