Started with Waddell & Reed in 1997
- Attained his Certified Financial Planner™ certification
- Earned his Charter Mutual Fund Counselor™ (CMFC®) designation from the College of Financial Planning
- Completed a Finance degree from Butler University*
- Experienced in planning with small business owners and their unique needs
- Focuses on comprehensive financial planning
- Develops a customized step-by-step plan to compare a client's current situation to where they want to be
- Furnishes a road map to follow going forward
Outside of work, Eric's passion is mostly reserved to time with his family, the golf course, his charitable work (http://oneforthekids.org*), and travel.
Waddell & Reed, Inc. is not affiliated with any of the organizations listed above.