Born and raised in Tennessee, Eric received both his Undergraduate and Master’s Degree in Accounting with a minor in Finance from the University of Mississippi. Eric began his career at KPMG, a worldwide Big 4 accounting firm. Eric catered to clients all over the pacific Northwest. Eric is a second generation financial advisor with a passion for making work optional for our clients. He works closely with families and business owners to help develop customized strategies related to financial planning and investments.
Eric is a volunteer member of 100ADA, a giving circle of professionals supporting local non-profits in Ada County. He’s also a board member of The First Tee of Idaho. Eric spends his spare time with his wife Jamie, his adorable sons Marshall and Jackson, and dogs Maya and Moose. Don’t be surprised to run into Eric on a mountain top or wading in the streams as he enjoys mountain biking, fly-fishing, skiing, and hiking with his dogs.
Practice Areas
- Pre-retirees
- Women Investors
- Business Owners
- Young Investors with High Savings
Education
- University of Mississippi – Finance
- University of Mississippi – Masters
Community
- 100 ADA
- Make a Wish Foundation
- 100 Men for Good
- Board member of The First Tee of Idaho