With over 25 years in the financial industry, Eric has seen many market cycles play out.  This experience, in addition to access to some of the best institutional global-macro research available has created the ability to provide clients with investment solutions that rely on a disciplined, risk-managed process to help grow and protect their capital.

 

     Beginning his career as a pilot & flight instructor after graduating from the University of North Dakota with a B.S. in Aeronautics, Eric transitioned into the financial industry with T. Rowe Price in Baltimore, MD.  After 6 years of working in both the Mutual Fund and Brokerage trading areas, he moved to Northern Trust Securities in Sarasota, FL.  During his 7-year tenure, he worked closely with high-net-worth Brokerage and Trust clients providing trading and advisory services. In 2011, Eric moved to Oppenheimer & Co where he continued to advise and work with high-net-worth clients until 2016. He then served as Partner and Financial Advisor for an Independent firm affiliated with Raymond James Financial Services.

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     Seeing the many pitfalls in the industry over the span of his career, Eric decided to start his own firm with the goal of providing a data-driven investment process with proper risk management, accompanied by attentive service and low fees for clients.

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     Eric has resided in Florida since 2003 with his wife Leslee and daughter Kylie. Interests include aviation, astronomy, flying RC aircraft, playing guitar/piano, homebrewing and spending time outside & on the water. He has also been known to be occasionally spotted on a skateboard.