Financial Consultant
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Eric graduated from the University of Arizona in 2005 with a major in Communication and a minor in General Business Administration. Prior to starting his business with Thrivent, Eric received his M.B.A. from Governors State University in 2011, and he completed his Certified Financial Planner designation studies and exam in 2023. Most of Eric's clients are individuals or couples who are seeking comprehensive financial planning and advice and work in the healthcare or trade/labor industries. While many clients are decades away from retirement, the best time to reach out to Eric for his advice and guidance is within 10 years from retirement and 10 years into retirement. In his time away from the business, Eric is an active member of his Lions Club board, and he enjoys golfing, playing basketball, and spending time with his wife, Jasmin.
Eric is licensed to do business in AZ, IA, IL, IN, MI, MO, SC, TX, and WI.
- Masters in Business Administration
- CERTIFIED FINANCIAL PLANNER®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Arizona
- Idaho
- Illinois
- Indiana
- Iowa
- Michigan
- Minnesota
- Nevada
- North Carolina
- South Carolina
- Tennessee
- Texas
- Wisconsin
Insights
Office location
Saint John Location
9495 Keilman St Suite 7
Saint John, IN 46373
Phone219-627-3371HoursSaint John, IN 46373
M – F: 10 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.