BS Finance, Magna Cum Laude, Missouri State University
Eric has over ten years of experience in the financial services industry and works with retirement plan sponsors to help them better understand fiduciary responsibility, implement effective strategies to improve employee retirement outcomes and keep track of changing economic and market conditions. He has also engaged with thousands of retirement plan participants through group and individual educational meetings to help them maximize the benefit available to them inside their retirement plan. In addition, Eric works with individual investors in wealth management and financial planning.
Eric also serves as a portfolio manager on the Prime Capital Investment Advisors (PCIA) Investment Advisory Committee. In this capacity, he assists in the management of risk-based allocations for individual investors and retirement plan participants, and provides oversight for Investment Policy Statement design and implementation. Eric has earned the right to use the Chartered Financial Analyst® designation.
Eric currently lives in Overland Park, Kansas with his wife, Kelly and their two daughters.