Eric joined CG Financial Services in 2003 as an intern while attending Michigan State University. Upon completion of his schooling he accepted a job as a financial advisor. Eric has worked with Adam Lesperance, Jeff Casey and Matt O’Neil in both our Haslett and Charlotte offices. His primary focus is on individual clients and job duties include the development of financial plans, creating retirement income projections and customer service.
Eric is a registered representative of Geneos Wealth Management, Inc., member FINRA & SIPC. He holds FINRA licenses Series 6, Series 63, Series 65 and Variable Contracts. He holds state licenses for life insurance. In July 2014 he obtained the designation of Retirement Income Certified Professional from The American College.
While not at work Eric enjoys spending time exploring the city of Charlotte. His hobbies include traveling, watching and participating in sports and spending time with his family.