Eric’s primary role is to assist clients in developing and implementing their comprehensive financial plan designed to help them achieve their goals and make well-informed decisions going forward.  He works to create a rapport with each client to better serve their individual financial goals and aid them in overcoming their challenges.  He also provides financial planning services on an hourly basis at a rate of $200/hour.  Eric has been in the financial planning industry since 2016 after 20+ years of service in education as an economics teacher in our public schools.