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Experience

Eric is an associate within the wealth management practice at Plante Moran. He is known for helping high-net worth families develop financial planning strategies that help them meet their short- and long-term goals. He specializes in portfolio construction, strategic planning, tax optimization and estate planning strategies.

Eric holds a BSBA in real estate development and finance from Central Michigan University. He has recently presented to the Ingham County Bar Association, and specializes on helping families develop comprehensive intergenerational wealth management strategies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.   

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Additional Thoughts

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