Eric is a finance professional with a drive for excellence and a deep commitment to his clients and his Team. With a Bachelor’s degree in Finance from the University of Dayton and holding key securities registrations—including Series 24, 6, 7, 63, and 66—he helps ensure clients receive top-tier financial guidance.

On the personal financial advising front, Eric goes beyond tradition by traveling the country to meet clients in the comfort of their own homes and workplaces, fostering long-term relationships and providing hands-on financial support. Throughout his 30+ year career, Eric has consistently been a leader in asset management due diligence, where he collaborates closely with investment strategists and senior management to stay ahead of market trends, helping to keep him at the forefront of the industry. His hard work and precision in these endeavors have earned him a place in the Wells Fargo Advisors Financial Network Platinum Council every year from 2007 to 2025, along with Forbes’ prestigious Best-In-State Wealth Advisor recognition from 2018 through 2025.

Believing deeply in the notion that successful long-term planning for client families is muti-generational on both the family as well as the advisory team levels, and being laser focused on helping make sure client families never outgrow or outlive NEST Capital, Eric also works extensively in adding to the NEST Capital family of Advisors. Eric’s goal is to build a legacy team that lives into perpetuity, and as more successful and like-minded financial professionals from across the country choose to make NEST Capital their forever home to provide their services to families that mutually agree to work with us, that goal becomes closer to reality.

Rooted in being an Eagle Scout, Eric values the outdoors and actively supports initiatives like the 4Ocean Project. For Eric, boating is also more than a hobby; it’s a way of life and splitting free time between Florida and at home on Indian Lake in Russells Point, Ohio, you’d likely find Eric out on the water with his wife, Kristen, and their daughters, Maribella and Madeline.

¹ 2024 & 2025 Platinum Council Disclosure: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism. 2023 and prior Platinum Council disclosure: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

² 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

CA Insurance License Number: 0D68746. Resident State OH.