Life’s most important financial moments rarely come with a step-by-step manual. Eric guides families and near‑retirees through some of life’s most important financial decisions, especially when timelines are tight and clarity matters most. He specializes in retirement income planning and late‑stage college planning, helping clients move forward with confidence and peace of mind.

With a master’s degree from Bethel University, a bachelor’s from Concordia College, the ChFC® designation, and FINRA Series 7 & 66 licenses, Eric blends advanced training with practical, real‑world insight. His approach focuses on simplifying complex choices and creating strategies that support long‑term financial wellbeing.

Eric's goal is to ensure every client feels informed, prepared, and confident when navigating life’s most important financial choices.

Education & Accomplishments

Chartered Financial Consultant (ChFC)

Life & Health Insurance License

FINRA Series 7 General Securities Representative

FINRA Series 66 Uniform Combine State Law

M.A. in Communication – Bethel University

B.A. in Communication – Concordia College

Eagle Scout

Community Involvement

Former Congregational Council Member – St Andrew Lutheran Church (Eden Prairie)

Habitat for Humanity – Volunteer