How He Can Help You
As leader of Cornerstone’s FastStart Program, Eric mentors transitioning advisors to help them navigate new technology systems, investment options, and business processes throughout the transition process.
What Makes Him Knowledgeable
Eric has been in the financial industry for more than 20 years and, in 2016, joined Cornerstone Wealth Management as an independent financial advisor because he wanted to serve clients with objective advice, fewer conflicts of interest and a wider range of investment options. He’s served as the FastStart mentor since 2019 and enjoys helping advisors new to LPL Financial and Cornerstone have a more seamless transition.
Along with a bachelor’s degree in business administration from Truman State University, Eric has earned the Accredited Asset Management Specialist™ designation from the College for Financial Planning.
Getting to Know Him
Eric and his wife, Bobby, enjoy spending time with their son and daughter, and their many activities. Outside of work, you can often find Eric helping coach his kids’ sports and enjoying the outdoors.