Eric has been advising senior investors for more than 19 years. Before becoming a founding partner with Midwest Wealth Management, Eric was an Investment Representative with a national securities firm.
As an LPL Registered Principal, Eric is not only committed to making sure Midwest Wealth Management meets its commitment of value, integrity and transparency to its clients, but also oversees two other independent offices. Being a truly independent advisor, Eric is able to choose from a broad array of investment and insurance products to match clients with what is appropriate for them. It is this independent approach, along with Eric’s integrity and commitment to personal attention that allows him to help his clients make complex financial decisions, and ultimately help them plan for tomorrow. In addition to working with professionals and business owners approaching retirement, Eric counsels retired government employees, professors, and corporate executives about their goals and income needs.
Prior to receiving his Master’s degree from National-Louis University, Eric attended Northern Illinois University where he earned his Bachelor of Science degree. In addition to being an LPL Registered Principal, Eric is also an Enrolled Agent, and holds Series 7, 24, 63, and 65 securities registrations through LPL Financial as well as his life, health, and variable insurance licenses.
Eric lives with his wife Kimberly and their three sons: Riley, Evan and Eli. He spends most of his spare time coaching youth sports for his sons’ various teams. When time allows, Eric loves to travel and golf.