Eric has been working with CG Financial Services since 2003. As a financial advisor he primarily works with individual clients in the areas of wealth management, investment planning and retirement planning. Eric attended Michigan State University where he majored in Economics. He has received the Retirement Income Certified Professional designation from the American College. Eric has a Series 6, 63 and 63 license along Variable Contracts. He is securities registered in North Carolina, Arizona, Florida, Illinois, Michigan, Oregon, South Carolina, Texas and Virginia. He is insurance licensed in North Carolina, Florida, Michigan, Oregon, South Carolina and Virginia. Eric is a registered representative of Geneos Wealth Management.Eric and his wife Jennifer live in Charlotte, North Carolina. They have a Wheaten Terrier named Mia. He loves spending time with family and friends, traveling and watching sports.