Eric grew up in Gilford, NH where he spent his summers on Lake Winnipesaukee. As an avid athlete, he played basketball at Babson College where he earned a Bachelor of Science degree in Business Administration with a concentration in Finance. Eric knew he wanted to partner with individuals to help them better their financial situation, which led him to the Financial Compass Group. Eric focuses on working with individuals, families, and small business owners to construct and implement customized, goal-based financial strategies through a hands-on, tailored and client-centered approach.
Prior to joining Financial Compass Group, Eric had been an Advisor with Equitable Advisors since 2018. Before Equitable Advisors, Eric spent over 3 years with Concord Wealth Management where he was one of the top producing advisors. During his time at CWM, he was awarded the Presidential Scholars award for being one of the top advisors amongst his peers, as well as qualified twice for the company’s annual President’s Conference. Eric is also a qualifying member of the prestigious Million Dollar Round Table (MDRT), an international network of the top 5% of financial professionals globally, who serve their clients with exemplary performance and convey the highest standards of ethics.
Eric is an active member of the community as he serves as a Director on the Board of Alumni for Babson College as well as a Young Partner for the Boston Ballet. When he is not in the office, Eric enjoys working out, golfing, and traveling.
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