Walking with you, every step

Money isn’t just numbers on a page—it’s the foundation of your future, your dreams, and the life you’re building together. Whether you’re newly married, growing your family, or planning for the long term, financial security starts with a conversation.

I believe in a different kind of financial guidance—one that’s built on trust, real talk, and a strategy that fits your life. No one-size-fits-all plans, no overwhelming jargon—just a smart, personalized approach to protecting what matters most while growing what’s possible.

Let’s talk about where you are, where you’re headed, and how we can make sure your finances support the life you want. All you have to do is #HollerAtEric.

Live your best life

Get a financial plan that prioritizes your priorities.

Family, security, legacy—whatever matters most to you should be at the center of your financial strategy. The best plan isn’t just about numbers; it’s about making sure your future aligns with the people, goals, and values that drive you.

Whether it’s protecting loved ones, growing your wealth (without calling it that), or securing a future you can feel confident about, the right plan is one that fits your life—not someone else’s idea of what you should be doing.

Let’s build a strategy that makes sense for you.  

Family

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Here are my areas of expertise

🔹 LGBTQ+ Financial Planning – Understanding the unique financial challenges and opportunities for LGBTQ+ individuals and couples.

🔹 Debt & Cash Flow Management – Helping clients navigate debt repayment while working towards financial security and growth.

🔹 Financial Education & Coaching – Breaking down complex financial topics into real, actionable steps helping you feel confident in your decisions.

🔹 Business Owner & Entrepreneur Planning – Supporting business owners with financial strategies that align with both personal and professional goals.

🔹 Life Insurance Solutions – From term to whole life, helping you ensure you and your loved ones are financially protected—now and in the future.

🔹 Disability Income Planning – Providing you with options to protect your income in case the unexpected happens.

🔹 Long-Term Care Planning – Preparing for future healthcare needs with solutions that prioritize flexibility and dignity.

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

Boost your financial knowledge

Here are some handy dandy links to help get you on track.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4