A former combat engineer in the US Army, Eric was honorably discharged as a Private First Class before entering the financial services industry. His career has led him to stints at Raymond James, Morgan Stanley, and UBS prior to Cyndeo Wealth Partners. Eric enjoys digging into the data that drives decisions the firm makes for client portfolios as well as focusing on implementation. Additionally, maintaining and introducing new client relationships is part of his role.
A graduate of St. Petersburg College, Eric is heavily involved with BSF Bible Study Fellowship, currently serving as a children’s supervisor. He also maintains the Certified Kingdom Advisor designation, which integrates technical expertise and biblically wise counsel. Eric is a past chair of the Suncoast Center for Community Health, past chair of PARC, and past president of All Children’s Hospital Foundation Development Council. He lives in St. Pete with his wife Lisa and son Dylan. In his spare time, Eric stays fit, riding his Peloton and working out.