Background and Experience

Eric joined Northwestern Mutual in 2015. A 2012 accounting major from the University of Bridgeport, Eric played and coached for the baseball team since 2010. The parallels of analyzing and educating others enabled a seamless transition from coach to financial advisor. His clients appreciate his attentive approach to create the most efficient and effective path to "success."

Eric and his wife reside in Beacon Falls with their son and daughter. He enjoys spending time with family and friends and playing baseball, golf and softball. 

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How We Can Help

With over 25 different areas of financial planning, we take a proactive approach to to address what is, and will be, important to you. 

Some of those high-level areas include, but are not limited to:

Business Planning

Life Insurance Strategies

Disability Planning

Long-Term Care Planning

Investment Planning & Strategies

Retirement Planning & Income Strategies

Tax-Efficient Strategies

Estate Planning

Helping you live your best life.

The path to financial freedom can seem overwhelming given the amount of information available today. By understanding your goals, we create a personalized financial plan to help you reach your full potential. Over time, we will put relevant strategies in place to protect yourself and your family, grow your wealth, retire comfortably, and more.

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

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Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

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