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Eric is a Financial Advisor with First Investments & Planning. His focus on relationship building results in strong client bonds and an extra degree of insight to personally guide each client on their financial planning journey.
Eric has worked in the financial services industry since 2008. His career began in wholesale and retail lending and working for a communication services startup. He has additional experience managing portfolios for large investment firms and even started his own Registered Investment Advisory firm from scratch.
Eric earned a Bachelor of Arts degree in Economics from the University of Texas at Dallas as well as a Master of Business Administration with an emphasis in Finance from Durham University, Durham England.
Exercising to work off all of the amazing dishes he cooks are two of Eric’s passions. Travel, however, takes top ranking as he sets off across the world. Eric has visited 13 countries and fished in three different oceans: the Pacific, Atlantic and Indian Ocean. In addition to his designation as world traveler, Eric is a champion of youth and has tutored at risk kids at Trinity River Mission in Dallas.
“Try not to become a man of success, but rather try to become a man of value” – Albert Einstein