Eric is a CERTIFIED FINANCIAL PLANNER® (CFP®) and Tax Planning Certified Professional (TPCP®) who has been at Lifeworks since 2018 after five years in ministry at a local university. He works with families, self-employed business owners, retirees, and those nearing retirement as a lead advisor, guiding them through the Lifeworks experience.

He has a missionary’s heart and wants to see people come alive with a clear vision for how they desire to live, help connect their finances with what matters most, and then guide them with the practical tools and resources to get there.

He is married to Maura, his wonderful wife, and has four amazing kids—Aldo, Willamina, Gisele, and Evangeline.