An industry veteran with a long runway remaining, Eric’s career began as a college intern with Merrill Lynch in Akron, Ohio, and it was there that Eric witnessed firsthand the market sell-off of October 19th, 1987.
“Black Monday” was an event that would shape Eric’s career, with the realization that preparation and process are paramount over panic. In the decades to follow, this philosophy has allowed Eric to combine his process-oriented approach with a passion for helping others, collaborating side by side on his clients’ long-term goals.
A native of Youngstown, Ohio, Eric attended Kent State University where he graduated cum laude with a degree in Finance. After some time with Merrill Lynch in Corpus Christi, Texas, where he met his wife, Diane, they moved back to Ohio where they settled in Miami Township and still live with their three children. After 18 years at PNC Investments, Eric moved his practice to Wells Fargo in 2012.
A great day for Eric would include an early morning workout, followed by a round of golf at the Oasis Country Club, ending with an evening in the kitchen preparing dinner with his family. Always an avid traveler, one of Eric’s most memorable trips came in September of 2001 when his flight was diverted to Moncton, New Brunswick, Canada while returning home from Europe on 9/11.
Adept at navigating turbulent financial times, Eric recently took it a step further and decided to take a discovery flight at his local airport. He was hooked and is in the process of obtaining his private pilot’s license, excited to see where that journey leads.
As members of Polaris Wealth Management Group of Wells Fargo Advisors, Eric and his colleagues are honored to have been named to the Forbes Best-in-State Wealth Management Teams* list for 2025 and 2026.
CA Insurance License Number: 4386516. Resident State OH.
* 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24.
Review award disclosures.