Eric joined the team at Lake Financial Group in the spring of 2018. He began his career as a financial consultant with Equitable Advisors in 1978. Since then, Eric has provided services in the areas of wealth management and protection, retirement planning services, and personal and business financial planning. Eric offers investment and insurance strategies from over 100 companies throughout Equitable Network, LLC, an insurance brokerage affiliate. As a Qualified Plan Specialist for Equitable, Eric has served the qualified plan market place as a valuable resource in the field.
Eric received his Bachelors degree in Business in Communication from the University of Wisconsin-Milwaukee in 1978. As a registered representative of Equitable Advisors, Eric maintains his FINRA Series 6, 7, 63, and 65 registrations. Eric's mission is to educate clients in determining their financial priorities, offering strategic guidance specific to their needs. Eric's approach is to offer unbiased and objective recommendations centered on the client's personal needs.
CA License # 0K16604