Starting from a young age, Eric believed his dreams would be accomplished by helping others achieve theirs. Now age 31, Eric is living his dream. As the Director of Behavioral Finance and Investment Integration, Eric uses psychology and financial literacy to develop the systems that encompass our full client experience, while also coordinating investment research and portfolio construction. He leads the charge in building expertise to handle complex situations, and his team now focuses exclusively in the retiree, entrepreneur and professional sports and entertainment marketplace. Eric prides himself on being a lifelong learner and to date has earned his Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®), Behavioral Financial Advisor (BFA™), and Retirement Income Certified Professional (RICP®) designations, while also being in the inaugural class of advisors to receive a Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals and the New York Institute of Finance.With an approach rooted in behavioral finance, Eric strives to show how reducing stress and building a trusted partnership is just as valuable as growing wealth in a financial plan. “Money is a funny thing – sometimes you love it, other times you hate it. We take the greatest pride in helping our clients come to view money as an invaluable tool, so that they can save more confidently and spend more happily”, says Eric.An avid golfer, reader, and fitness enthusiast, Eric resides in Fairfield, CT, and can be found most warm weather mornings paddle boarding at Penfield Beach.Areas of SpecialtyFinancial PlanningInvestment ManagementTax Planning and Minimization StrategiesEstate Preservation and Wealth TransferBusiness Valuation and Succession PlanningBusiness Planning ServicesEndorsement IntegrationPost-Career Wealth TransitionPost-Career Athlete Development and Education